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.
- Title
- Senior Managing Director, Advanced Wealth Planningreportedlidoadvisors.comfirm site, Sep 15, 2026
- Designations
- CPAreportedlidoadvisors.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “He is also a member of the Investment Committee, which focuses on developing investment and risk management strategies for client portfolios.”reportedlidoadvisors.comthe sentence on the bio page
- Professional profile
- lidoadvisors.com/team/john-butereportedlidoadvisors.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.
- Lido independent RIA currentsince Oct 22, 2019 · Los Angeles, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 6, 2008 to Oct 22, 2019 · Boca Raton, Fl
- Wells Fargo Advisors wirehouseMar 17, 2006 to Nov 13, 2008 · Boca Raton, Fl
- Morgan Stanley Dw Inc. unclassifiedOct 25, 1999 to Mar 20, 2006 · Ft Lauderdale, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Lidoleft Oct 22, 2019, registered Oct 22, 2019 (0 days) · Wirehouse to independent RIA · moved with a team
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 13, 2008, registered Nov 6, 2008 (-7 days) · Wirehouse to wirehouse
- Morgan Stanley Dw Inc. to Wells Fargo Advisorsleft Mar 20, 2006, registered Mar 17, 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address