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.
J••••• C•• G•••••••
- Title
- Financial Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
- Designations
- AIFreportedonesevenadvisor.comas printed on the bio page, Sep 16, 2026
- Professional profile
- onesevenadvisor.com/staff/joseph-c-granzierreportedonesevenadvisor.comfirm site, Sep 15, 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.
- O••••••• independent RIA currentsince Dec 20, 2019 · Beachwood, Oh
- E•••••••• A•••••••• L•• national BDApr 5, 2016 to Jan 10, 2020 · Independence, Oh
- R•••••• W••••• independent RIAJul 10, 2013 to Apr 12, 2016 · Westlake, Oh
- M••••••• P••••••• L•• independent RIAJan 4, 2008 to Jun 18, 2013 · Cleveland, Oh
- C••• R••••••••• P••• A••••••• S••••••• institutionalApr 7, 2005 to Jul 22, 2008 · Cleveland, Oh
- M•• A••••••• F•••••••• M••••••••• I••• formerJun 7, 2004 to Jun 22, 2004 · Cleveland, Oh
- C••••••• C•••••• A•••• M••••••••• C•••••• unclassifiedJan 28, 2003 to Jul 22, 2003 · Cleveland, Oh
- E•••••••• A•••••••• L•• to O•••••••left Jan 10, 2020, registered Dec 20, 2019 (-21 days) · Affiliated broker-dealer or bank to independent RIA
- R•••••• W••••• to E•••••••• A•••••••• L••left Apr 12, 2016, registered Apr 5, 2016 (-7 days) · Other · moved with a team
- M••••••• P••••••• L•• to R•••••• W•••••left Jun 18, 2013, registered Jul 10, 2013 (22 days) · Other
- C••• R••••••••• P••• A••••••• S••••••• to M••••••• P••••••• L••left Jul 22, 2008, registered Jan 4, 2008 (-200 days) · Other
- M•• A••••••• F•••••••• M••••••••• I••• to C••• R••••••••• P••• A••••••• S•••••••left Jun 22, 2004, registered Apr 7, 2005 (289 days) · Other
- C••••••• C•••••• A•••• M••••••••• C•••••• to M•• A••••••• F•••••••• M••••••••• I•••left Jul 22, 2003, registered Jun 7, 2004 (321 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address