DFX Intelligence
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.
Registered advisor
George Maccarelli
Feed of 09/15/2026
Also filed as George Anthony Maccarelli
At current firm
1 y
since Mar 31, 2025
In the industry
34 y
since Mar 25, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Greensburg, Pa
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Strategic Advisers LLC national BDJan 6, 2015 to Jul 13, 2018 · King Of Prussia, Pa
- Hefren-Tillotson, Inc. formerAug 4, 2014 to Nov 17, 2014 · Greensburg, Pa
- Pnc Wealth Management BD affiliatedJan 1, 2004 to Jul 28, 2014 · Pittsburgh, Pa
- J.J.B. Hilliard, W.L. Lyons, LLC formerJun 6, 2003 to Jan 1, 2004 · Mount Pleasant, Pa
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Hefren-Tillotson, Inc. to Strategic Advisers LLCleft Nov 17, 2014, registered Jan 6, 2015 (50 days) · Other
- Pnc Wealth Management to Hefren-Tillotson, Inc.left Jul 28, 2014, registered Aug 4, 2014 (7 days) · Other
- J.J.B. Hilliard, W.L. Lyons, LLC to Pnc Wealth Managementleft Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address