DFX Intelligence

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.

Registered advisor

Ryan Richard Poterack

Mercer Global Advisors Inc.independent RIADenver, Co IA-onlyIAPD 2065824

Feed of 09/14/2026

At current firm

0 y

since Jan 7, 2026

In the industry

34 y

since Oct 26, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mercer Global Advisors Inc. independent RIA current
since Jan 7, 2026 · Wilson, Wy
Private Advisor Group, LLC BD affiliated
Nov 28, 2023 to Jan 6, 2026 · Blowing Rock, Nc
Kure Advisory, LLC independent RIA
Feb 3, 2021 to Nov 1, 2023 · Plymouth, Mn
Truadvice LLC former
Jun 14, 2019 to Feb 15, 2021 · Fort Mill, Sc
Cg Advisory Services independent RIA
Aug 17, 2012 to Jun 17, 2019 · Charlotte, Nc
Poterack Capital Advisory, Inc. former
Oct 11, 2007 to Aug 20, 2012 · Charlotte, Nc
Madison Avenue Advisors, Inc. unclassified
Jun 6, 2006 to Oct 9, 2007 · Davenport, Ia
Park Avenue Securities LLC BD affiliated
Jan 10, 2002 to May 6, 2004 · Davenport, Ia

Moves

a registration end followed by a registration begin elsewhere

Private Advisor Group, LLC to Mercer Global Advisors Inc.
left Jan 6, 2026, registered Jan 7, 2026 (1 days) · Affiliated broker-dealer or bank to independent RIA
Kure Advisory, LLC to Private Advisor Group, LLC
left Nov 1, 2023, registered Nov 28, 2023 (27 days) · RIA to affiliated broker-dealer or bank
Truadvice LLC to Kure Advisory, LLC
left Feb 15, 2021, registered Feb 3, 2021 (-12 days) · RIA to a newly registered adviser
Cg Advisory Services to Truadvice LLC
left Jun 17, 2019, registered Jun 14, 2019 (-3 days) · RIA to RIA
Poterack Capital Advisory, Inc. to Cg Advisory Services
left Aug 20, 2012, registered Aug 17, 2012 (-3 days) · Other
Madison Avenue Advisors, Inc. to Poterack Capital Advisory, Inc.
left Oct 9, 2007, registered Oct 11, 2007 (2 days) · Other
Park Avenue Securities LLC to Madison Avenue Advisors, Inc.
left May 6, 2004, registered Jun 6, 2006 (761 days) · Other

Signals

Ryan Richard Poterack left Private Advisor Group, Llc for Mercer Global Advisors Inc. (registered 2026-01-07)
Jan 6, 2026 · Advisor changed firm · fact
Ryan Richard Poterack left Kure Advisory, Llc for Private Advisor Group, Llc (registered 2023-11-28)
Nov 1, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address