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.
- C••••••• institutional currentsince Jan 2, 2025 · Boston, Ma
- B•••• A••••••• mixed wealthFeb 4, 2013 to Jan 2, 2025 · Baltimore, Md
- S••••• B••••• formerJun 30, 2011 to Jul 2, 2012 · Boston, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 11, 2008 to May 5, 2011 · Boston, Ma
- B•••• A••••••• to C•••••••left Jan 2, 2025, registered Jan 2, 2025 (0 days) · Other
- S••••• B••••• to B•••• A•••••••left Jul 2, 2012, registered Feb 4, 2013 (217 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S••••• B•••••left May 5, 2011, registered Jun 30, 2011 (56 days) · Other
- Megan P Schaefer-Curran left Brown Advisory for Captrust (registered 2025-01-02)Jan 2, 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
- Institutional managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address