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.
A••• B•••••
- Professional profile
- linkedin.com/in/alan-bratic-cfp-924861breportedadviserinfo.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.
- I•• A•••••••• L•• independent RIA currentsince Jul 17, 2020 · St. Augustine, Fl
- V•••• W••••• M••••••••• L•• independent RIAMar 9, 2020 to Jul 15, 2020 · St. Augustine, Fl
- C••••• A••••••• L•• formerJun 14, 2013 to Aug 9, 2018 · Greenwood Village, Co
- L•• F•••••••• L•• BD affiliatedJul 10, 2006 to Jun 26, 2013 · Augustine, Fl
- E•••••••• A•••••••• L•• national BDJul 17, 2000 to Jul 13, 2006 · St. Augustine, Fl
- V•••• W••••• M••••••••• L•• to I•• A•••••••• L••left Jul 15, 2020, registered Jul 17, 2020 (2 days) · Other
- C••••• A••••••• L•• to V•••• W••••• M••••••••• L••left Aug 9, 2018, registered Mar 9, 2020 (578 days) · Affiliated broker-dealer or bank to a newly registered adviser
- L•• F•••••••• L•• to C••••• A••••••• L••left Jun 26, 2013, registered Jun 14, 2013 (-12 days) · Other
- E•••••••• A•••••••• L•• to L•• F•••••••• L••left Jul 13, 2006, registered Jul 10, 2006 (-3 days) · Other
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address