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.
M•••••• C••••••• G•••••
- Professional profile
- linkedin.com/in/michael-graney-2816a111reportedadviserinfo.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••••••••• W••••• C••••••• L•• independent RIA currentsince Feb 1, 2023 · Carlsbad, Ca
- L••••• W••••• A•••••••• I••• formerJan 29, 2021 to Mar 31, 2023 · Carlsbad, Ca
- L••••• W••••• A•••••••• I••• formerMay 18, 2012 to Dec 31, 2020 · Solana Beach, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDOct 5, 2009 to May 21, 2012 · San Diego, Ca
- A••••••••• A•••••• S•••••••• I••• unclassifiedJan 21, 2009 to Oct 5, 2009 · San Diego, Ca
- C•••••••• G••••• M•••••• I••• BD affiliatedOct 1, 2001 to Feb 5, 2009 · Carlsbad, Ca
- L••••• W••••• A•••••••• I••• to I••••••••• W••••• C••••••• L••left Mar 31, 2023, registered Feb 1, 2023 (-58 days) · corporate re-registration, not a move
- A••••••••• F•••••••• S•••••••• L•• to L••••• W••••• A•••••••• I•••left May 21, 2012, registered May 18, 2012 (-3 days) · Other
- A••••••••• A•••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
- C•••••••• G••••• M•••••• I••• to A••••••••• A•••••• S•••••••• I•••left Feb 5, 2009, registered Jan 21, 2009 (-15 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