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.
R••• S••••• S•••••••••
- Designations
- CFPreportedepwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- epwealth.com/our-team/orange-county/ryan-serrecchiareportedepwealth.comfirm site, Sep 15, 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.
- E• W••••• A••••••• independent RIA currentsince Oct 10, 2012 · Torrance, Ca
- H•••• C•••••• M••••••••• formerMar 24, 2008 to Oct 10, 2008 · Hunt Valley, Md
- T• A••••••••• I••••••••• M••••••••• L•• formerApr 25, 2006 to Feb 14, 2008 · Long Beach, Ca
- T• A••••••••• I••• formerMar 23, 2005 to Feb 14, 2008 · Orange, Ca
- E•••••••• A•••••••• L•• national BDSep 15, 2003 to Jun 25, 2004 · Boca Raton, Fl
- H•••• C•••••• M••••••••• to E• W••••• A•••••••left Oct 10, 2008, registered Oct 10, 2012 (1461 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to H•••• C•••••• M•••••••••left Feb 14, 2008, registered Mar 24, 2008 (39 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Feb 14, 2008, registered Apr 25, 2006 (-660 days) · channel change inside one enterprise, not a move
- E•••••••• A•••••••• L•• to T• A••••••••• I•••left Jun 25, 2004, registered Mar 23, 2005 (271 days) · Affiliated broker-dealer or bank to a newly registered adviser
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