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.
M•••••• A•••••••
- Title
- Wealth Analystreportedutopiawealth.comfirm site, Sep 15, 2026
- Professional profile
- utopiawealth.com/team-member-01/marisol-andreonireportedutopiawealth.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.
- U••••• W••••• M••••••••• L•• independent RIA currentsince Jan 31, 2023 · Parkland, Fl
- C•••••••• G••••• M•••••• I••• BD affiliatedJun 7, 2012 to Mar 22, 2022 · Miami, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to May 10, 2012 · Fort Lauderdale, Fl
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedMay 25, 2004 to Oct 23, 2009 · Fort Lauderdale, Fl
- W•••• F•••• A••••••• wirehouseOct 1, 2000 to Apr 26, 2004 · Weston, Fl
- C•••••••• G••••• M•••••• I••• to U••••• W••••• M••••••••• L••left Mar 22, 2022, registered Jan 31, 2023 (315 days) · Affiliated broker-dealer or bank to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••left May 10, 2012, registered Jun 7, 2012 (28 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Apr 26, 2004, registered May 25, 2004 (29 days) · Other
- M•••••• A••••••• left C•••••••• G••••• M•••••• I••• for U••••• W••••• M••••••••• L•• (registered 2023-01-31)Mar 22, 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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address