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.
S••••• J••••• G••••••
- Professional profile
- linkedin.com/in/steve-gessner-cfp-65878a5reportedadviserinfo.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.
- W••••• P••••••• G•••• independent RIA currentsince Dec 3, 2024 · Baltimore, Md
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedNov 16, 2012 to Nov 5, 2018 · Baltimore, Md
- W••••••• F•••••••• S•••••••• I••• formerJun 30, 2006 to Nov 20, 2012 · Ellicott City, Md
- E•••••••• A•••••••• L•• national BDJun 1, 2005 to Sep 30, 2005 · Columbia, Md
- M••• S••••••••• C••••••••• unclassifiedAug 2, 2000 to Jun 1, 2005 · Towson, Md
- C•••••••• I••••••••• R••••••• A•••••••• I••• to W••••• P••••••• G••••left Nov 5, 2018, registered Dec 3, 2024 (2220 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- W••••••• F•••••••• S•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Nov 20, 2012, registered Nov 16, 2012 (-4 days) · Other
- E•••••••• A•••••••• L•• to W••••••• F•••••••• S•••••••• I•••left Sep 30, 2005, registered Jun 30, 2006 (273 days) · Other
- M••• S••••••••• C••••••••• to E•••••••• A•••••••• L••left Jun 1, 2005, registered Jun 1, 2005 (0 days) · corporate re-registration, not a move
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address