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•••••• J••• C•••••••••
- Business email
- michael@mwa-am.comreportedmwa-am.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.
- L••••••• F•••••••• S••••••• L•• state registered currentsince Jun 8, 2017 · Revere, Ma
- M•• A•••• M••••••••• independent RIA currentsince Mar 6, 2007 · Danvers, Ma
- A•• A••••••• formerJan 21, 2015 to Dec 5, 2019 · Lexington, Ma
- E•••••••• A••••••• L•• unclassifiedJul 7, 2011 to Feb 28, 2012 · Boston, Ma
- C•••••• S••••••••• M••••••••• I••• independent RIASep 24, 2010 to Jul 31, 2013 · Boston, Ma
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Sep 27, 2010 · Wellesley, Ma
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedMay 23, 2005 to Jan 2, 2009 · Wellesley, Ma
- W•••• F•••• A••••••• wirehouseJul 30, 2000 to May 2, 2005 · Wellesley, Ma
- A•• A••••••• to L••••••• F•••••••• S••••••• L••left Dec 5, 2019, registered Jun 8, 2017 (-910 days) · RIA to a state-registered adviser
- C•••••• S••••••••• M••••••••• I••• to E•••••••• A••••••• L••left Jul 31, 2013, registered Jul 7, 2011 (-755 days) · Other
- E•••••••• A••••••• L•• to A•• A•••••••left Feb 28, 2012, registered Jan 21, 2015 (1058 days) · Other
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C•••••• S••••••••• M••••••••• I•••left Sep 27, 2010, registered Sep 24, 2010 (-3 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to M•• A•••• M•••••••••left Jan 2, 2009, registered Mar 6, 2007 (-668 days) · Other
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S•••••••• I•••left May 2, 2005, registered May 23, 2005 (21 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
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address