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
Meredith Rae Kitson
Feed of 09/14/2026
Also filed as Meredith Anderson
At current firm
7 y
since Oct 16, 2018
In the industry
27 y
since Dec 16, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Oct 16, 2018 · Mount Pleasant, Sc
- Edelman Financial Services, LLC formerJan 9, 2018 to Nov 1, 2018 · Red Bank, Nj
- Signator Investors, Inc. formerApr 15, 2015 to Jun 17, 2016 · Parsippany, Nj
- New York Life Investment Management LLC asset managerFeb 13, 2008 to Apr 15, 2015 · New York, Ny
- Eagle Strategies LLC BD affiliatedOct 29, 2007 to Feb 11, 2008 · Parsippany, Nj
- New York Life Investment Management LLC asset managerJan 24, 2005 to Oct 26, 2006 · Parsippany, Nj
Moves
a registration end followed by a registration begin elsewhere
- Edelman Financial Services, LLC to Edelman Financial Enginesleft Nov 1, 2018, registered Oct 16, 2018 (-16 days) · corporate re-registration, not a move
- Signator Investors, Inc. to Edelman Financial Services, LLCleft Jun 17, 2016, registered Jan 9, 2018 (571 days) · Other
- New York Life Investment Management LLC to Signator Investors, Inc.left Apr 15, 2015, registered Apr 15, 2015 (0 days) · Other · moved with a team
- Eagle Strategies LLC to New York Life Investment Management LLCleft Feb 11, 2008, registered Feb 13, 2008 (2 days) · Other
- New York Life Investment Management LLC to Eagle Strategies LLCleft Oct 26, 2006, registered Oct 29, 2007 (368 days) · Other
Signals
No dated event on this person.
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