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.
Michael J Iacampo
- Title
- Managing Director, Wealth Managementreportednapleswealthplanning.comfirm site, Sep 16, 2026
- Designations
- MBAreportednapleswealthplanning.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 29reportednapleswealthplanning.com“Iacampo joins Naples Wealth Planning (NWP) with 29 years of experience on Wall Street as a specialist in creating financial solutions for individuals, and capital market strategies for corporate clients (e.”
- Professional profile
- napleswealthplanning.com/team-member/michael-iacamporeportednapleswealthplanning.comfirm site, Sep 16, 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.
- Naples Wealth Planning independent RIA currentsince Jan 1, 2026 · Bonita Springs, Fl
- Imprint Wealth LLC independent RIAJul 1, 2024 to Sep 30, 2024 · Naples, Fl
- Imprint Wealth LLC independent RIASep 7, 2023 to Jun 17, 2024 · Naples, Fl
- Laidlaw Wealth Management LLC independent RIAApr 19, 2021 to Aug 4, 2023 · Naples, Fl
- Wells Fargo Advisors wirehouseSep 30, 2011 to Dec 2, 2020 · Naples, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 29, 2008 to Oct 3, 2011 · Naples, Fl
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Oct 30, 2008 · Santa Monica, Ca
- Morgan Stanley Dw Inc. unclassifiedJul 3, 2003 to Apr 2, 2007 · Santa Monica, Ca
- Credit Suisse Securities (USA) LLC formerJan 17, 2003 to Jul 25, 2003 · Los Angeles, Ca
- Pershing LLC unclassifiedDec 1, 1994 to Jan 17, 2003 · Los Angeles, Ca
- Imprint Wealth LLC to Naples Wealth Planningleft Sep 30, 2024, registered Jan 1, 2026 (458 days) · RIA to RIA · moved with a team
- Laidlaw Wealth Management LLC to Imprint Wealth LLCleft Aug 4, 2023, registered Sep 7, 2023 (34 days) · RIA to RIA
- Wells Fargo Advisors to Laidlaw Wealth Management LLCleft Dec 2, 2020, registered Apr 19, 2021 (138 days) · Wirehouse to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Oct 3, 2011, registered Sep 30, 2011 (-3 days) · Wirehouse to wirehouse
- Morgan Stanley & Co. LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 30, 2008, registered Oct 29, 2008 (-1 days) · Other
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- Credit Suisse Securities (USA) LLC to Morgan Stanley Dw Inc.left Jul 25, 2003, registered Jul 3, 2003 (-22 days) · Other
- Pershing LLC to Credit Suisse Securities (USA) LLCleft Jan 17, 2003, registered Jan 17, 2003 (0 days) · corporate re-registration, not a move
- Michael J Iacampo left Imprint Wealth Llc for Naples Wealth Planning (registered 2026-01-01)Sep 30, 2024 · Advisor changed firm · fact
- Michael J Iacampo left Laidlaw Wealth Management Llc for Imprint Wealth Llc (registered 2023-09-07)Aug 4, 2023 · 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address