S••• G• M•••••

Advisor at M••••• S•••••• I••••••••• M••••••••• I•••

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2020 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M••••• S•••••• I••••••••• M••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S•••••• I••••••••• M••••••••• I•••	Asset manager	Feb 15, 2022	n/a	yes	NEW YORK, NY	Current employment
M••••• S••••••	Wirehouse	Aug 28, 2020	Nov 15, 2021	no	New York, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	M••••• S•••••• I••••••••• M••••••••• I•••	Nov 15, 2021	Feb 15, 2022	92	Channel change	Other

Relationships

Registered with (2)

→ M••••• S•••••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Feb 15, 2022 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Aug 28, 2020 to Nov 15, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 28, 2020
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.