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.
Richard Jason Milton
- Business email
- rmilton@103advisory.comreported103advisory.comfirm site, Sep 16, 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.
- 103 Advisory Group independent RIA currentsince Jun 4, 2021 · Chicago, Il
- Mainstreet Advisors otherMar 13, 2008 to Aug 4, 2021 · Chicago, Il
- Waterstone Financial Group, Inc. unclassifiedFeb 18, 2004 to Sep 4, 2009 · Chicago, Il
- Feldman Securities Group L.L.C. unclassifiedMay 14, 2001 to Jan 5, 2004 · Chicago, Il
- Mainstreet Advisors to 103 Advisory Groupleft Aug 4, 2021, registered Jun 4, 2021 (-61 days) · Other
- Waterstone Financial Group, Inc. to Mainstreet Advisorsleft Sep 4, 2009, registered Mar 13, 2008 (-540 days) · Other
- Feldman Securities Group L.L.C. to Waterstone Financial Group, Inc.left Jan 5, 2004, registered Feb 18, 2004 (44 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address