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.
- Business email
- jsonnier@myfmsa.comreportedmyfmsa.comfirm site, Sep 16, 2026
- Direct business phone
- 561-289-2602reportedmyfmsa.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/scott-sonnier-fmsareportedmyfmsa.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.
- F••• i••••••••• wealth currentsince Jan 11, 2011 · Delray Beach, Fl
- F••• i••••••••• wealthJan 14, 2011 to Dec 31, 2011 · Delray Beach, Fl
- O••••• A•••• M••••••••• L•• formerMay 8, 2007 to Dec 3, 2012 · Lafayette, La
- M••••••• I••••••••• N•••••• I••• BD affiliatedFeb 9, 2007 to May 4, 2007 · Lafayette, La
- A••••••• G•••••• S••••••••• I••••••••• unclassifiedOct 23, 2002 to Feb 8, 2007 · Lafayette, La
- O••••• A•••• M••••••••• L•• to F•••left Dec 3, 2012, registered Jan 11, 2011 (-692 days) · Other
- F••• to no registered destinationleft Dec 31, 2011 · Departure, no registered destination
- M••••••• I••••••••• N•••••• I••• to O••••• A•••• M••••••••• L••left May 4, 2007, registered May 8, 2007 (4 days) · Other
- A••••••• G•••••• S••••••••• I••••••••• to M••••••• I••••••••• N•••••• I•••left Feb 8, 2007, registered Feb 9, 2007 (1 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address