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.
J•••• A••••• B•••••••••
- Title
- Investment Advisor Representativereportediamadvisoryllc.comfirm site, Sep 15, 2026
- Professional profile
- iamadvisoryllc.com/member/james-bartolaccireportediamadvisoryllc.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.
- W••••••••• A••••••• P••••••• L•• BD affiliated currentsince Jul 14, 2026 · Easton, Pa
- I•• A••••••• L•• independent RIA currentsince Mar 11, 2020 · Easton, Pa
- I•• A••••••• L•• independent RIAMar 11, 2020 to Sep 17, 2026 · Easton, Pa
- O•••• W•••••• I••• BD affiliatedSep 30, 2016 to Dec 13, 2019 · Easton, Pa
- I••••••••• A••••••• A•••• M••••••••• L•• formerMar 30, 2004 to Jun 30, 2020 · Easton, Pa
- I•• A••••••• L•• to W••••••••• A••••••• P••••••• L••left Sep 17, 2026, registered Jul 14, 2026 (-65 days) · RIA to affiliated broker-dealer or bank · moved with a team
- I••••••••• A••••••• A•••• M••••••••• L•• to O•••• W•••••• I•••left Jun 30, 2020, registered Sep 30, 2016 (-1369 days) · Other · moved with a team
- O•••• W•••••• I••• to I•• A••••••• L••left Dec 13, 2019, registered Mar 11, 2020 (89 days) · Affiliated broker-dealer or bank to a newly registered adviser
- J•••• A••••• B••••••••• left I•• A••••••• L•• for W••••••••• A••••••• P••••••• L•• (registered 2026-07-14)Sep 17, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address