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.
- Title
- President & Founder & Managing Memberreportednoblebridgewealth.comfirm site, Sep 16, 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.
- N••••••••• W••••• independent RIA currentsince Apr 16, 2008 · North Caldwell, Nj
- H••••• R•••• formerApr 5, 2017 to Jul 10, 2018 · Montclair, Nj
- H•••••• J• S••• C•••••• M••••••••• I••• independent RIAFeb 6, 2015 to Dec 19, 2016 · Fairfield, Ct
- L•••••••• T••••••• A•••• M••••••••• I•• otherJan 5, 2011 to Feb 2, 2012 · New York, Ny
- L•••••••• T••••••• F••• M••••••••• L•• formerJan 5, 2011 to Dec 31, 2011 · New York, Ny
- L•••••••• A•••• M••••••••• L•• formerJun 11, 2009 to Aug 17, 2010 · New York, Ny
- N••••••••• M••••• I••••••••• S••••••••• no RAUMOct 15, 2007 to Mar 18, 2008 · Princeton, Nj
- F•••• M•••••• S••••••••• C•••• unclassifiedNov 28, 2006 to Jul 6, 2007 · Red Bank, Nj
- H•••••• T••••••• • K•••• L•• independent RIAOct 10, 2005 to Nov 20, 2006 · Horsham, Pa
- E•••••••• A•••••••• L•• national BDJun 1, 2005 to Oct 7, 2005 · New York, Ny
- M••• S••••••••• C••••••••• unclassifiedOct 23, 2003 to Jun 1, 2005 · New York, Ny
- H••••• R•••• to no registered destinationleft Jul 10, 2018 · Departure, no registered destination
- H•••••• J• S••• C•••••• M••••••••• I••• to H••••• R••••left Dec 19, 2016, registered Apr 5, 2017 (107 days) · Other
- L•••••••• T••••••• A•••• M••••••••• I•• to H•••••• J• S••• C•••••• M••••••••• I•••left Feb 2, 2012, registered Feb 6, 2015 (1100 days) · Other
- L•••••••• T••••••• F••• M••••••••• L•• to L•••••••• T••••••• A•••• M••••••••• I••left Dec 31, 2011, registered Jan 5, 2011 (-360 days) · Other
- L•••••••• A•••• M••••••••• L•• to L•••••••• T••••••• F••• M••••••••• L••left Aug 17, 2010, registered Jan 5, 2011 (141 days) · Other
- N••••••••• M••••• I••••••••• S••••••••• to N••••••••• W•••••left Mar 18, 2008, registered Apr 16, 2008 (29 days) · Other
- F•••• M•••••• S••••••••• C•••• to N••••••••• M••••• I••••••••• S•••••••••left Jul 6, 2007, registered Oct 15, 2007 (101 days) · Other
- H•••••• T••••••• • K•••• L•• to F•••• M•••••• S••••••••• C••••left Nov 20, 2006, registered Nov 28, 2006 (8 days) · Other
- E•••••••• A•••••••• L•• to H•••••• T••••••• • K•••• L••left Oct 7, 2005, registered Oct 10, 2005 (3 days) · Other
- M••• S••••••••• C••••••••• to E•••••••• A•••••••• L••left Jun 1, 2005, registered Jun 1, 2005 (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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address