DFX Intelligence

I•••••• F•••••••• S•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

I•••••• F•••••••• S•••••••••

I•••••• F•••••••• S•••••••••, LLC, CRD 165125

NEWTON, MA

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Search this name across graphsid dfx:ria:e5628e85-6c4e-7c37-ba42-f93c3f09c2c6

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2026 to Mar 23, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $27.8M••• Locked
Discretionary RAUM: $27.7M
Private client RAUM: $27.7Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••••••• C•••	Certified Financial Planner	NEWTON, MA	12	19	4	no
J•••• C••••••• W•••	n/a	NEWTON, MA	11	18

Relationships

Registered with (4)

← N•••••• DasAdvisorregistration: current employment
May 13, 2024 to presentfactForm ADV
← J•••• C••••••• W•••Advisorregistration: current employment
May 12, 2015 to presentfactForm ADV
← C•••••••• C•••Advisorregistration: previous registration
Sep 26, 2012 to Dec 31, 2013factForm ADV
← Jason Paul Berube

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5628e85-6c4e-7c37-ba42-f93c3f09c2c6
First observed: Mar 23, 2026
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.