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CRD 158248
CHESTER, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-06-01 (filing); first seen by DFX 2026-09-15.
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 |
|---|---|---|---|---|---|---|
| JOHN FERNANDO VIEIRA | n/a | CHESTER, NJ | 15 | 20 | 1 | yes |
| BRYAN PATRICK LANDADIO | Certified Financial Planner | CHESTER, NJ | 14 | 30 | 1 | no |
| MICHAEL JONAS KIRKLAND | n/a | Concord, MA | CHESTER, NJ | 13 | 16 | 1 | no |
| MARYANNE BOGUSH MITCHELL | n/a | CHESTER, NJ | 9 | 29 | 1 | no |
| BENJAMIN H. OSTROVE | n/a | CHESTER, NJ | 8 | 22 | 1 | no |
| JUSTIN P FORIK | n/a | CHESTER, NJ | 8 | 8 | n/a | no |
| PATRICK AUGUSTINE NOLAN | n/a | CHESTER, NJ | 0 | 29 | 1 | no |
| Nicholas Joseph Lopes | n/a | CHESTER, NJ | Mountainside, NJ | 0 | 11 | n/a | no |
| COREY LORENT | Certified Financial Planner | RANDOLPH, NJ | CHESTER, NJ | 0 | 21 | 4 | no |
| Kaitlyn Smith | n/a | Stow, MA | CHESTER, NJ | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LANDADIO, BRYAN, PATRICK | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | yes | 09/2011 | Feb 23, 2012 | Mar 29, 2024 |
| NOLAN, PATRICK, AUGUSTINE | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | yes | 11/2011 | Feb 23, 2012 | Mar 29, 2024 |
| VIEIRA, JOHN, FERNANDO | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | yes | 05/2011 | Feb 23, 2012 | Mar 29, 2024 |
| Dausch, Justin, Carter | CHIEF COMPLIANCE OFFICER | Na | no | 09/2019 | Mar 30, 2026 | Mar 30, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Concord | Ma | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.6B | $1.6B | 18 | 14 | 1 | n/a | n/a |
| 2024 | Mar 24, 2025 | $1.4B | $1.4B | 18 | 14 | 1 | n/a | n/a |
| 2023 | Mar 29, 2024 | $1.2B | $1.2B | 17 | 13 | 1 | n/a | n/a |
| 2022 | Mar 24, 2023 | $961M | $961M | 17 | 13 | 1 | n/a | n/a |
| 2021 | Mar 29, 2022 | $1.2B | $1.2B | 17 | 13 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.0B | $1.0B | 13 | 12 | 1 | n/a | n/a |
| 2019 | Mar 23, 2020 | $891M | $891M | 11 | 10 | 1 | n/a | n/a |
| 2018 | Mar 15, 2019 | $622M | $622M | 11 | 10 | 1 | n/a | n/a |
| 2017 | Mar 14, 2018 | $561M | $561M | 9 | 9 | 1 | n/a | n/a |
| 2016 | Mar 13, 2017 | $502M | $502M | 7 | 6 | n/a | n/a | n/a |
| 2015 | Mar 10, 2016 | $382M | $382M | 5 | 4 | n/a | n/a | n/a |
| 2014 | Mar 17, 2015 | $344M | $344M | 5 | 5 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $304M | $304M | 5 | 5 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $242M | $242M | 6 | 4 | n/a | 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 |
|---|---|---|---|---|---|---|---|---|
| 2 | 3 | -1 | 30.0% | 1 | 0 | 0 | 2 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.6B | $1.4B | 19.9% | $961M | 19.7% | 18 | 18 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CONSOLIDATED PORTFOLIO REVIEW CORP | 3 | Jun 1, 2026 | May 1, 2026 | CHESTER, NJ | Team lift out | RIA to RIA | 30.0% |