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.
S••••• A•••••• V•••••••••
- Title
- Financial Advisor / Advisor for Women ™reportedvistainvestment.netfirm site, Sep 15, 2026
- Years, as the firm states
- 25reportedvistainvestment.net“With over 25 years in wealth management, I’ve dedicated my career to guiding individuals, families, professionals, and business owners toward financial confidence.”
- Business email
- stasia.veramallay@vistainvestment.netreportedvistainvestment.netfirm site, Sep 15, 2026
- Professional profile
- vistainvestment.net/team/stasia-veramallayreportedvistainvestment.netfirm 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.
- V•••• I••••••••• P••••••• independent RIA currentsince Nov 2, 2023 · Richmond, In
- V•••• I••••••••• P••••••• L•• independent RIAJan 27, 2018 to Nov 20, 2023 · Richmond, In
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Nov 9, 2016 · Richmond, In
- C•••• I••••••••• S••••••• C•••• formerFeb 5, 2011 to Oct 1, 2012 · Richmond, In
- V•••• I••••••••• P••••••• L•• to V•••• I••••••••• P•••••••left Nov 20, 2023, registered Nov 2, 2023 (-18 days) · channel change inside one enterprise, not a move · moved with a team
- J••• M••••• S••••••••• L•• to V•••• I••••••••• P••••••• L••left Nov 9, 2016, registered Jan 27, 2018 (444 days) · Other
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
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