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
Kirstin Sterling Mobyed
Feed of 09/14/2026
Also filed as Kirstin Sterling Werner
At current firm
6 y
since Jul 14, 2020
In the industry
31 y
since Feb 15, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Clear Harbor Asset Management, LLC independent RIA currentsince Jul 14, 2020 · Stamford, Ct
- Morgan Stanley wirehouseJun 1, 2009 to Jul 2, 2019 · Purchase, Ny
- Citigroup Global Markets Inc. BD affiliatedApr 1, 2008 to Jun 1, 2009 · New York, Ny
- Franklin Templeton Private Portfolio Group, LLC independent RIANov 26, 2007 to Apr 9, 2008 · New York, Ny
- Clearbridge Investments, LLC mixed wealthSep 6, 2007 to Nov 14, 2007 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Clear Harbor Asset Management, LLCleft Jul 2, 2019, registered Jul 14, 2020 (378 days) · Wirehouse to independent RIA
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Franklin Templeton Private Portfolio Group, LLC to Citigroup Global Markets Inc.left Apr 9, 2008, registered Apr 1, 2008 (-8 days) · Other
- Clearbridge Investments, LLC to Franklin Templeton Private Portfolio Group, LLCleft Nov 14, 2007, registered Nov 26, 2007 (12 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address