DFX Intelligence

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.

Registered advisor

Andrea Nolan

Savvyindependent RIAReno, Nv IA-onlyIAPD 3126171

Feed of 09/14/2026

Also filed as Andrea Knapp

At current firm

1 y

since Dec 24, 2024

In the industry

27 y

since Jan 15, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Savvy independent RIA current
since Dec 24, 2024 · New York, Ny
Farther independent RIA
Jun 22, 2023 to Dec 17, 2024 · Reno, Nv
Fourstar Wealth Advisors, LLC independent RIA
Feb 25, 2019 to Jul 11, 2023 · Reno, Nv
Fieldstone Financial Management Group, LLC former
Oct 25, 2016 to Mar 1, 2019 · Reno, Nv
Concert Wealth Management former
Sep 25, 2014 to Dec 31, 2016 · Reno, Nv
Universal Value Advisors former
Mar 26, 2009 to Dec 31, 2014 · Reno, Nv
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 4, 1999 to Jan 8, 2009 · Reno, Nv

Moves

a registration end followed by a registration begin elsewhere

Farther to Savvy
left Dec 17, 2024, registered Dec 24, 2024 (7 days) · RIA to RIA · moved with a team
Fourstar Wealth Advisors, LLC to Farther
left Jul 11, 2023, registered Jun 22, 2023 (-19 days) · RIA to RIA · moved with a team
Fieldstone Financial Management Group, LLC to Fourstar Wealth Advisors, LLC
left Mar 1, 2019, registered Feb 25, 2019 (-4 days) · RIA to RIA · moved with a team
Concert Wealth Management to Fieldstone Financial Management Group, LLC
left Dec 31, 2016, registered Oct 25, 2016 (-67 days) · Other · moved with a team
Universal Value Advisors to Concert Wealth Management
left Dec 31, 2014, registered Sep 25, 2014 (-97 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Universal Value Advisors
left Jan 8, 2009, registered Mar 26, 2009 (77 days) · Other

Signals

Andrea Nolan left Farther for Savvy (registered 2024-12-24)
Dec 17, 2024 · Advisor changed firm · fact
Andrea Nolan left Fourstar Wealth Advisors, Llc for Farther (registered 2023-06-22)
Jul 11, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address