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••• L•••••••••
- Title
- Presidentreportedadvuspartners.comfirm site, Sep 15, 2026
- Investment committee
- “Lastly, he is a voting member of the firm’s Investment Committee.”reportedadvuspartners.comthe sentence on the bio page
- Professional profile
- advuspartners.com/team/mark-lamorielloreportedadvuspartners.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.
- A•••• F•••••••• P•••••••• L•• mixed wealth currentsince Apr 14, 2021 · Winter Park, Fl
- N•• F•••••••• S•••••••• L•• unclassifiedJul 26, 2005 to Mar 31, 2011 · Lake Mary, Fl
- O••••••••• C•••• H•••• P••••• F•••••••• A•••••••• L•• unclassifiedSep 25, 2002 to Jun 6, 2005 · Lake Mary, Fl
- L••••••• F•••••••• S•••••••• I••• unclassifiedOct 30, 2000 to Nov 25, 2003 · Lake Mary, Fl
- L•••• A••••••• S••••••• I••• formerJan 1, 1996 to Jun 18, 2021 · Lake Mary, Fl
- L•••• A••••••• S••••••• I••• to L••••••• F•••••••• S•••••••• I•••left Jun 18, 2021, registered Oct 30, 2000 (-7536 days) · Other
- N•• F•••••••• S•••••••• L•• to A•••• F•••••••• P•••••••• L••left Mar 31, 2011, registered Apr 14, 2021 (3667 days) · Other
- O••••••••• C•••• H•••• P••••• F•••••••• A•••••••• L•• to N•• F•••••••• S•••••••• L••left Jun 6, 2005, registered Jul 26, 2005 (50 days) · Other
- L••••••• F•••••••• S•••••••• I••• to O••••••••• C•••• H•••• P••••• F•••••••• A•••••••• L••left Nov 25, 2003, registered Sep 25, 2002 (-426 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address