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
Daniel John Ialeggio
Certified Financial Planner
Feed of 09/15/2026
Also filed as Dan Ialeggio
At current firm
10 y
since Mar 30, 2016
In the industry
31 y
since Oct 21, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
4
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
- Steward Partners Investment Advisory, LLC BD affiliated currentsince Mar 30, 2016 · Bethesda, Md
- Raymond James Financial Services Advisors, Inc BD affiliatedMar 19, 2015 to Dec 8, 2016 · Bethesda, Md
- Morgan Stanley wirehouseJun 1, 2009 to Mar 26, 2015 · Bethesda, Md
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Jun 1, 2009 · Bethesda, Md
- Morgan Stanley Dw Inc. unclassifiedMar 2, 2001 to Apr 2, 2007 · Bethesda, Md
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Steward Partners Investment Advisory, LLCleft Dec 8, 2016, registered Mar 30, 2016 (-253 days) · Other · moved with a team
- Morgan Stanley to Raymond James Financial Services Advisors, Incleft Mar 26, 2015, registered Mar 19, 2015 (-7 days) · Other · moved with a team
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address