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.
B•••• M••••••••• F•••••••
- Title
- Registered Client Associatereportedlinrip.comfirm site, Sep 15, 2026
- Direct business phone
- 561-323-2258reportedlinrip.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/brucie-fletcher-b8ba17258reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- L•• I••••••••• independent RIA currentsince Apr 13, 2023 · Palm Beach Gardens, Fl
- W•••• F•••• A••••••• wirehouseJan 1, 2008 to Jul 24, 2017 · Grand Junction, Co
- A• G• E•••••• • S•••• I••• unclassifiedJun 7, 2007 to Jan 1, 2008 · Grand Junction, Co
- W•••• F•••• A••••••• to L•• I•••••••••left Jul 24, 2017, registered Apr 13, 2023 (2089 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
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