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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
H•••••• M••••• P•••••
- Title
- Wealth Advisorreportedgreenwichwealth.comfirm site, Sep 15, 2026
- Business email
- harriet@greenwichwealth.comreportedgreenwichwealth.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/harriet-m-parker-13696529reportedgreenwichwealth.comfirm site, Sep 15, 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.
- G•••••••• W••••• M••••••••• L•• independent RIA currentsince Oct 9, 2024 · G••••••••, Ct
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedMay 5, 2022 to Oct 3, 2024 · Glastonbury, Ct
- U•• F•••••••• S••••••• I••• wirehouseJul 23, 2010 to Jun 3, 2022 · G••••••••, Ct
- M••••• S•••••• wirehouseJun 1, 2009 to Aug 16, 2010 · Stamford, Ct
- C•••••••• G••••• M•••••• I••• BD affiliatedFeb 21, 2003 to Jun 1, 2009 · Stamford, Ct
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 1, 2000 to Feb 28, 2003 · Stamford, Ct
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to G•••••••• W••••• M••••••••• L••left Oct 3, 2024, registered Oct 9, 2024 (6 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- U•• F•••••••• S••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jun 3, 2022, registered May 5, 2022 (-29 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- M••••• S•••••• to U•• F•••••••• S••••••• I•••left Aug 16, 2010, registered Jul 23, 2010 (-24 days) · Wirehouse to wirehouse
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••left Feb 28, 2003, registered Feb 21, 2003 (-7 days) · Other
- H•••••• M••••• P••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for G•••••••• W••••• M••••••••• L•• (registered 2024-10-09)Oct 3, 2024 · Advisor changed firm · fact
- H•••••• M••••• P••••• left U•• F•••••••• S••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2022-05-05)Jun 3, 2022 · Advisor changed firm · fact
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address