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.
N•••• B••••• F••••••••
- Title
- Executive Financial Plannerreportedsensiblemoney.comfirm site, Sep 15, 2026
- Designations
- CFP, RMA, RICP, CLU, ChFC, AEPreportedsensiblemoney.comas printed on the bio page, Sep 16, 2026
- Boards named
- Financial Planning Association of South Carolinareportedsensiblemoney.comphrases on the bio page
- Professional profile
- sensiblemoney.com/team/nancy-fellingerreportedsensiblemoney.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.
- S••••••• M••••• L•• independent RIA currentsince Nov 30, 2018 · Pawleys Island, Sc
- C••••• • M•••••••• I••• formerApr 7, 2009 to Sep 17, 2018 · Simsbury, Ct
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 6, 2005 to Apr 7, 2009 · Hartford, Ct
- N•• E•••••• S••••••••• C••••••••• formerOct 8, 2004 to Sep 7, 2005 · West Hartford, Ct
- O•••• F•• I••• formerJan 21, 2000 to Oct 29, 2004 · Windsor, Ct
- C••••• • M•••••••• I••• to S••••••• M••••• L••left Sep 17, 2018, registered Nov 30, 2018 (74 days) · RIA to RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••• • M•••••••• I•••left Apr 7, 2009, registered Apr 7, 2009 (0 days) · Other
- N•• E•••••• S••••••••• C••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 7, 2005, registered Oct 6, 2005 (29 days) · Other
- O•••• F•• I••• to N•• E•••••• S••••••••• C•••••••••left Oct 29, 2004, registered Oct 8, 2004 (-21 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address