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.
P••• S••••• P•••••••
- Title
- Director of Wealth Managementreportedmraadvisory.comfirm site, Sep 16, 2026
- Investment committee
- “He is also a Partner and an investment committee member of MRA Capital Partners.”reportedmraadvisory.comthe sentence on the bio page
- Professional profile
- mraadvisory.com/team/paul-plemenosreportedmraadvisory.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.
- M•• A••••••• G•••• independent RIA currentsince Oct 3, 2018 · Sarasota, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDJul 24, 2015 to Jun 2, 2017 · Parsippany, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 25, 2010 to Jul 7, 2015 · Sparta, Nj
- W•••• F•••• A••••••• wirehouseMay 5, 2003 to Jun 28, 2010 · Morristown, Nj
- M••••• S•••••• D• I••• unclassifiedJun 19, 2002 to May 6, 2003 · Rockaway, Nj
- A••••••••• F•••••••• S•••••••• L•• to M•• A••••••• G••••left Jun 2, 2017, registered Oct 3, 2018 (488 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••••• F•••••••• S•••••••• L••left Jul 7, 2015, registered Jul 24, 2015 (17 days) · Wirehouse to affiliated broker-dealer or bank
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jun 28, 2010, registered Jun 25, 2010 (-3 days) · Wirehouse to wirehouse
- M••••• S•••••• D• I••• to W•••• F•••• A•••••••left May 6, 2003, registered May 5, 2003 (-1 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address