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.
- Professional profile
- linkedin.com/in/david-strnad-cima-a2920b2reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- R••• C••••••••• G••••• L•• former currentsince Aug 23, 2022 · Franklin, Tn
- W•••• F•••• A••••••• wirehouseFeb 18, 2016 to Jul 10, 2018 · Birmingham, Al
- M••••• S•••••• wirehouseJun 1, 2009 to Mar 4, 2016 · Franklin, Tn
- C•••••••• G••••• M•••••• I••• BD affiliatedSep 23, 2005 to Jun 1, 2009 · Orange, Ca
- M••••• S•••••• D• I••• unclassifiedJul 8, 1997 to Sep 26, 2005 · Brea, Ca
- W•••• F•••• A••••••• to R••• C••••••••• G••••• L••left Jul 10, 2018, registered Aug 23, 2022 (1505 days) · Other
- M••••• S•••••• to W•••• F•••• A•••••••left Mar 4, 2016, registered Feb 18, 2016 (-15 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••••• S•••••• D• I••• to C•••••••• G••••• M•••••• I•••left Sep 26, 2005, registered Sep 23, 2005 (-3 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
- Former SEC-registered adviserderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address