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.
- C•••••• independent RIA currentsince Dec 14, 2023 · Boston, Ma
- E•••• V•••• W••••••• A••••••• formerMar 8, 2012 to Oct 11, 2022 · Boston, Ma
- E•••• V•••• M••••••••• asset managerMar 1, 2012 to Mar 7, 2012 · Boston, Ma
- V••••••• A•••• M••••••••• ••• I••• unclassifiedDec 20, 2002 to Dec 31, 2005 · Boston, Ma
- E•••• V•••• W••••••• A••••••• to C••••••left Oct 11, 2022, registered Dec 14, 2023 (429 days) · RIA to RIA · moved with a team
- E•••• V•••• M••••••••• to E•••• V•••• W••••••• A•••••••left Mar 7, 2012, registered Mar 8, 2012 (1 days) · Other
- V••••••• A•••• M••••••••• ••• I••• to E•••• V•••• M•••••••••left Dec 31, 2005, registered Mar 1, 2012 (2252 days) · Other
- D•••• C• M••••• left E•••• V•••• W••••••• A••••••• for Corient (registered 2023-12-14)Oct 11, 2022 · 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address