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.
E•••••••• S•••• K••••••••
- Partner or owner
- “Elizabeth (“Liz”) Kesselman is a partner and senior wealth advisor at R•• W••••• P•••••••.”reportedrwawealth.comthe sentence on the bio page
- Years, as the firm states
- 25reportedrwawealth.com“She has more than 25 years of experience partnering with individuals, multigenerational families, foundations and retirement plans to help them achieve their unique goals.”
- Professional profile
- rwawealth.com/people/elizabeth-kesselmanreportedrwawealth.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.
- R•• W••••• P••••••• independent RIA currentsince Feb 22, 2012 · Boston, Ma
- P•••••• W••••• A••••••• G•••• former sec a••••••Feb 24, 2023 to Nov 8, 2023 · San Rafael, Ca
- A•••••• I••••••••• A••••••••• C• L•• former sec a••••••Mar 25, 2011 to Dec 7, 2016 · Newton, Ma
- K••••• I•••••• M••••••••• I•• unclassifiedOct 14, 2004 to Mar 29, 2011 · Wellesley, Ma
- F••••• I••••••••• independent RIAJul 9, 2004 to Oct 14, 2004 · Southborough, Ma
- P•••••• W••••• A••••••• G•••• to no registered destinationleft Nov 8, 2023 · Departure, no registered destination
- A•••••• I••••••••• A••••••••• C• L•• to R•• W••••• P•••••••left Dec 7, 2016, registered Feb 22, 2012 (-1750 days) · Other · moved with a team
- K••••• I•••••• M••••••••• I•• to A•••••• I••••••••• A••••••••• C• L••left Mar 29, 2011, registered Mar 25, 2011 (-4 days) · Other
- F••••• I••••••••• to K••••• I•••••• M••••••••• I••left Oct 14, 2004, registered Oct 14, 2004 (0 days) · Other
- E•••••••• S•••• K•••••••• no longer registered at P•••••• W••••• A••••••• G••••; no later IA registration on IAPDNov 8, 2023 · Advisor departure · 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address