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.
F•••• V•••••• G••••••
- G•••••• F•••••••• S•••••••• L•• independent RIA currentsince Oct 6, 2025 · Edison, Nj
- G•••••• F•••••••• S•••••••• L•• independent RIAApr 26, 2011 to Jun 5, 2025 · Edison, Nj
- I• A••••••• S•••••••• I••• formerJun 2, 2006 to Jun 28, 2011 · Bedminster, Nj
- T•• I••••••••• C•••••• I••• unclassifiedMay 10, 2005 to Jun 2, 2006 · Edison, Nj
- I• A••••••• S•••••••• I••• to G•••••• F•••••••• S•••••••• L••left Jun 28, 2011, registered Apr 26, 2011 (-63 days) · Other
- T•• I••••••••• C•••••• I••• to I• A••••••• S•••••••• I•••left Jun 2, 2006, registered Jun 2, 2006 (0 days) · corporate re-registration, not a move
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address