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.
Frederick Anthony Petrino
- Title
- Senior Vice Presidentreportedwindsoradvisor.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Windsor Capital Management, LLC independent RIA currentsince Jul 29, 2009 · Phoenix, Az
- Payden & Rygel otherFeb 2, 2007 to Jul 17, 2008 · Los Angeles, Ca
- Charles Schwab & Co., Inc. national BDSep 30, 2004 to Jan 25, 2006 · Chicago, Il
- Payden & Rygel to Windsor Capital Management, LLCleft Jul 17, 2008, registered Jul 29, 2009 (377 days) · Other
- Charles Schwab & Co., Inc. to Payden & Rygelleft Jan 25, 2006, registered Feb 2, 2007 (373 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address