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

Michael Anthony Staffieri

Cw Advisors, LLCindependent RIABoston, Ma IA-onlyIAPD 1354753

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Mike Staffieri

At current firm

0 y

since Feb 11, 2026

In the industry

47 y

since Oct 1, 1978 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cw Advisors, LLC independent RIA current
since Feb 11, 2026 · Boston, Ma
First Allied Advisory Services, Inc. former
Jul 2, 2012 to May 16, 2017 · San Diego, Ca
Rovin Capital independent RIA
Aug 24, 2011 to Dec 31, 2025 · Mesa, Az
First Allied Securities, Inc. former
Nov 24, 2009 to Jul 2, 2012 · Mesa, Az
Osaic Fs, Inc. former
Jul 7, 2009 to Nov 30, 2009 · Highland, Ut

Moves

a registration end followed by a registration begin elsewhere

Rovin Capital to First Allied Advisory Services, Inc.
left Dec 31, 2025, registered Jul 2, 2012 (-4930 days) · Other
First Allied Advisory Services, Inc. to Cw Advisors, LLC
left May 16, 2017, registered Feb 11, 2026 (3193 days) · Other · moved with a team
First Allied Securities, Inc. to Rovin Capital
left Jul 2, 2012, registered Aug 24, 2011 (-313 days) · Other
Osaic Fs, Inc. to First Allied Securities, Inc.
left Nov 30, 2009, registered Nov 24, 2009 (-6 days) · Other

Signals

Michael Anthony Staffieri left Rovin Capital for First Allied Advisory Services, Inc. (registered 2012-07-02)
Dec 31, 2025 · 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: 47derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address