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CRD 336837
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Joseph A Sacco | n/a | ATLANTA, GA | South Plainfield, NJ | 0 | 32 | 1 | no |
| STEVEN ROGER PREDILETTO | n/a | ATLANTA, GA | 0 | 28 | 1 | no |
| JEFFREY SCOTT NEUMEYER | n/a | ATLANTA, GA | 0 | 26 | 1 | no |
| BART ANTHONY SPEZIALI | n/a | ATLANTA, GA | 0 | 25 | 1 | no |
| RANDALL ROMAN | n/a | ATLANTA, GA | 0 | 18 | 1 | no |
| RICHARD BLAKE ANDERSON | n/a | ATLANTA, GA | 0 | 20 | 2 | no |
| MICHAEL CHRISTOPHER SONTAG | n/a | ATLANTA, GA | 0 | 20 | 1 | no |
| MATTHEW THOMAS HARTNETT | Certified Financial Planner | ATLANTA, GA | 0 | 20 | 1 | no |
| Jose J. Hernandez | n/a | ATLANTA, GA | 0 | 19 | 2 | no |
| BRITTANY L HARTNETT | Certified Financial Planner | ATLANTA, GA | 0 | 18 | 1 | no |
| PETER P SERENO | n/a | ATLANTA, GA | 0 | 18 | 1 | no |
| ELIZABETH GRACE WHITE | Certified Financial Planner | ATLANTA, GA | 0 | 17 | 1 | no |
| CHAD BLALOCK | n/a | ATLANTA, GA | 0 | 16 | 1 | no |
| CHESTER P ROLLINS | n/a | ATLANTA, GA | 0 | 17 | 1 | no |
| Mark Adkins | n/a | ATLANTA, GA | 0 | 15 | 3 | no |
| ROBERT W CRAMER | Certified Financial Planner | ATLANTA, GA | 0 | 15 | 1 | no |
| Alexandra C Khoury | Certified Financial Planner | ATLANTA, GA | 0 | 15 | 1 | no |
| Laura Wiley Bishop | n/a | ATLANTA, GA | 0 | 15 | 1 | no |
| TIMOTHY MOSCATO | n/a | ATLANTA, GA | 0 | 14 | 1 | no |
| PAUL W COVINGTON | n/a | ATLANTA, GA | 0 | 14 | 1 | no |
| SARAH JORDAN BADGETT PERELLE | Certified Financial Planner | ATLANTA, GA | 0 | 13 | 1 | no |
| Jeffrey K Crowell | n/a | ATLANTA, GA | 0 | 13 | 1 | no |
| NATHANIEL H COOK | n/a | ATLANTA, GA | 0 | 13 | 1 | no |
| ALEX D LEVINE | n/a | ATLANTA, GA | 0 | 12 | 1 | no |
| ASHLEY F ABATE | n/a | ATLANTA, GA | 0 | 10 | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $10B | $10B | 146 | 80 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 116 | 2 | 114 | 1.6% | 1 | 0 | 0 | 116 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $10B | n/a | n/a | n/a | n/a | 146 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2 | Sep 25, 2025 | Oct 7, 2025 | SUMMIT, NJ | Team lift out | Wirehouse to new firm | 0.0% |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 5 | Sep 24, 2025 | Oct 14, 2025 | JACKSONVILLE, FL | Team lift out | Wirehouse to new firm | 0.0% |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 87 | Sep 24, 2025 | Dec 12, 2025 | ATLANTA, GA | Large transfer | Wirehouse to new firm | 0.4% |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 18 | Sep 24, 2025 | Nov 13, 2025 | NEW YORK, NY | Team lift out | Wirehouse to new firm | 0.1% |