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.
D••••• B•••• N••••••
- Designations
- CFPreportedberkeleyaccess.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Partner”reportedberkeleyaccess.comthe sentence on the bio page
- Professional profile
- berkeleyaccess.com/team/dan-newbergreportedberkeleyaccess.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.
- B••••••• C•••••• P•••••••• L•• independent RIA currentsince Aug 20, 2015 · Milton, Ga
- W•••• F•••• A••••••• wirehouseJul 10, 2009 to Aug 25, 2015 · Norcross, Ga
- M••••• S•••••• wirehouseJun 1, 2009 to Jul 30, 2009 · Atlanta, Ga
- C•••••••• G••••• M•••••• I••• BD affiliatedOct 5, 1999 to Jun 1, 2009 · Atlanta, Ga
- W•••• F•••• A••••••• to B••••••• C•••••• P•••••••• L••left Aug 25, 2015, registered Aug 20, 2015 (-5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- M••••• S•••••• to W•••• F•••• A•••••••left Jul 30, 2009, registered Jul 10, 2009 (-20 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
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address