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
Kristen Maley Andrejev
Certified Financial Planner
Feed of 09/15/2026
Also filed as Kristen Maley Andrejev
At current firm
5 y
since Apr 19, 2021
In the industry
42 y
since May 23, 1984 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Planning independent RIA currentsince Apr 19, 2021 · Mclean, Va
- E*Trade Capital Management, LLC formerFeb 14, 2003 to Oct 1, 2004 · Mclean, Va
- Sbsb Financial Advisors formerJan 16, 2002 to Apr 13, 2021 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- Sbsb Financial Advisors to E*Trade Capital Management, LLCleft Apr 13, 2021, registered Feb 14, 2003 (-6633 days) · Other · moved with a team
- E*Trade Capital Management, LLC to Creative Planningleft Oct 1, 2004, registered Apr 19, 2021 (6044 days) · Other
Signals
No dated event on this person.
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
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address