DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Maria Pisoni Daley
Certified Financial Planner
Feed of 09/14/2026
Also filed as Maria Lorene Pisoni
At current firm
0 y
since Apr 6, 2026
In the industry
28 y
since Aug 4, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Perigon Wealth Management, LLC independent RIA currentsince Apr 6, 2026 · Heber City, Ut
- Choreo, LLC independent RIAAug 21, 2019 to Jun 15, 2023 · Rockford, Il
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 25, 2016 to May 28, 2019 · St. Petersburg, Fl
- Charles Schwab & Co., Inc. national BDJul 9, 2008 to Jul 13, 2012 · Newport Beach, Ca
- Neuberger Berman Bd LLC no RAUMJul 5, 2006 to Jun 17, 2008 · Chicago, Il
- Cibc Private Wealth Advisors, Inc. BD affiliatedDec 22, 2000 to Jul 3, 2006 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Choreo, LLC to Perigon Wealth Management, LLCleft Jun 15, 2023, registered Apr 6, 2026 (1026 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Choreo, LLCleft May 28, 2019, registered Aug 21, 2019 (85 days) · Affiliated broker-dealer or bank to independent RIA
- Charles Schwab & Co., Inc. to Raymond James Financial Services Advisors, Incleft Jul 13, 2012, registered Jan 25, 2016 (1291 days) · Other
- Neuberger Berman Bd LLC to Charles Schwab & Co., Inc.left Jun 17, 2008, registered Jul 9, 2008 (22 days) · Other
- Cibc Private Wealth Advisors, Inc. to Neuberger Berman Bd LLCleft Jul 3, 2006, registered Jul 5, 2006 (2 days) · Other
Signals
- Maria Pisoni Daley left Choreo, Llc for Perigon Wealth Management, Llc (registered 2026-04-06)Jun 15, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address