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.
L••••••• C•••••• R••••••
- Title
- Managing Director, Financial Advisorreportedmanhattanwest.comfirm site, Sep 15, 2026
- Designations
- CFPreportedmanhattanwest.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 30reportedmanhattanwest.com“Mr. R•••••• has more than 30 years of experience, delivering customized guidance to a diverse array of clients, including hedge fund managers, private equity partners, business owners, C-suite executives, and wealthy families.”
- Professional profile
- manhattanwest.com/team/larry-rollinsreportedmanhattanwest.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.
- M•••••••• W••• A•••• M••••••••• L•• independent RIA currentsince Jan 19, 2024 · Southport, Ct
- S•••••• W••••• P•••••••• L•• BD affiliatedJun 8, 2021 to Nov 15, 2023 · New York, Ny
- B•••••• P•••• W••••• A••••••• L•• formerNov 1, 2018 to Apr 8, 2021 · New York, Ny
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Aug 16, 2018 · Boston, Ma
- S•••••••• A••••••• L•• national BDJun 8, 2004 to Jul 13, 2018 · Greenwich, Ct
- A• G• E•••••• • S•••• I••• unclassifiedJul 8, 1997 to May 18, 2004 · Santa Barbara, Ca
- S•••••• W••••• P•••••••• L•• to M•••••••• W••• A•••• M••••••••• L••left Nov 15, 2023, registered Jan 19, 2024 (65 days) · Affiliated broker-dealer or bank to independent RIA
- B•••••• P•••• W••••• A••••••• L•• to S•••••• W••••• P•••••••• L••left Apr 8, 2021, registered Jun 8, 2021 (61 days) · RIA to affiliated broker-dealer or bank
- F••••••• P••••••• A•• W•••••••• A••••••• to B•••••• P•••• W••••• A••••••• L••left Aug 16, 2018, registered Nov 1, 2018 (77 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- A• G• E•••••• • S•••• I••• to S•••••••• A••••••• L••left May 18, 2004, registered Jun 8, 2004 (21 days) · Other
- L••••••• C•••••• R•••••• left S•••••• W••••• P•••••••• L•• for M•••••••• W••• A•••• M••••••••• L•• (registered 2024-01-19)Nov 15, 2023 · Advisor changed firm · fact
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address