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.
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M••• A••••• P••••••
- Title
- Founderreportedalcyonwealth.comfirm site, Sep 15, 2026
- Founder
- “A•••• with being a founding partner of A••••• W••••• P•••••••, M•••’s day-to-day role on the team includes setting investment policy and handling ongoing portfolio management.”reportedalcyonwealth.comthe sentence on the bio page
- Partner or owner
- “A•••• with being a founding partner of A••••• W••••• P•••••••, M•••’s day-to-day role on the team includes setting investment policy and handling ongoing portfolio management.”reportedalcyonwealth.comthe sentence on the bio page
- Professional profile
- alcyonwealth.com/team-member/marc-presleyreportedalcyonwealth.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.
- A••••• W••••• P••••••• independent RIA currentsince May 20, 2025 · Youngstown, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to May 21, 2025 · Youngstown, Oh
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedJul 14, 2008 to Jan 2, 2009 · Youngstown, Oh
- B•••••• W••• • C••• I••• unclassifiedApr 30, 2007 to Jul 23, 2008 · Boardman, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to A••••• W••••• P•••••••left May 21, 2025, registered May 20, 2025 (-1 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- B•••••• W••• • C••• I••• to R•••••• J•••• F•••••••• S•••••••• I•••left Jul 23, 2008, registered Jul 14, 2008 (-9 days) · Other
- M••• A••••• P•••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for A••••• W••••• P••••••• (registered 2025-05-20)May 21, 2025 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address