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.
A••• F••••••• M••••
- Professional profile
- linkedin.com/in/alan-myers-2141646reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- T••••• E••• W••••• A•••••••• L•• independent RIA currentsince Feb 14, 2020 · Lakewood Ranch, Fl
- W•••• F•••• A••••••• wirehouseFeb 18, 2016 to Apr 23, 2019 · Chicago, Il
- C••••• S••••• S••••••••• •••• L•• formerNov 8, 2007 to Feb 26, 2016 · Northbrook, Il
- D••••••• B••• S••••••••• I••• no RAUMJul 23, 2004 to Nov 30, 2007 · Chicago, Il
- M••••• S•••••• D• I••• unclassifiedJun 2, 2003 to Jul 20, 2004 · Chicago, Il
- W•••• F•••• A••••••• to T••••• E••• W••••• A•••••••• L••left Apr 23, 2019, registered Feb 14, 2020 (297 days) · Wirehouse to independent RIA
- C••••• S••••• S••••••••• •••• L•• to W•••• F•••• A•••••••left Feb 26, 2016, registered Feb 18, 2016 (-8 days) · Other · moved with a team
- D••••••• B••• S••••••••• I••• to C••••• S••••• S••••••••• •••• L••left Nov 30, 2007, registered Nov 8, 2007 (-22 days) · Other
- M••••• S•••••• D• I••• to D••••••• B••• S••••••••• I•••left Jul 20, 2004, registered Jul 23, 2004 (3 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address