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
Robert Raymond Musante
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
3 y
since Apr 21, 2023
In the industry
26 y
since Dec 9, 1999 (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
- Concurrent Investment Advisors, LLC independent RIA currentsince Apr 21, 2023 · Portland, Or
- Raymond James Financial Services Advisors, Inc BD affiliatedOct 18, 2019 to May 9, 2023 · Portland, Or
- Financial Advocates Advisory Services formerJan 4, 2011 to Mar 14, 2011 · Olympia, Wa
- LPL Financial LLC BD affiliatedNov 11, 2009 to Oct 21, 2019 · Portland, Or
- Transamerica Financial Advisors, LLC BD affiliatedSep 4, 2009 to Nov 16, 2009 · Tigard, Or
- Transamerica Financial Advisors, Inc. unclassifiedMar 18, 2003 to Sep 4, 2009 · Tigard, Or
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Concurrent Investment Advisors, LLCleft May 9, 2023, registered Apr 21, 2023 (-18 days) · corporate re-registration, not a move
- LPL Financial LLC to Financial Advocates Advisory Servicesleft Oct 21, 2019, registered Jan 4, 2011 (-3212 days) · Other
- Financial Advocates Advisory Services to Raymond James Financial Services Advisors, Incleft Mar 14, 2011, registered Oct 18, 2019 (3140 days) · Other
- Transamerica Financial Advisors, LLC to LPL Financial LLCleft Nov 16, 2009, registered Nov 11, 2009 (-5 days) · Other
- Transamerica Financial Advisors, Inc. to Transamerica Financial Advisors, LLCleft Sep 4, 2009, registered Sep 4, 2009 (0 days) · corporate re-registration, not a move
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address