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
Kevin Robert Krisowaty
Feed of 09/14/2026
Also filed as Kevin R. Krisowaty
At current firm
2 y
since Jul 24, 2024
In the industry
25 y
since Jan 22, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Alliancebernstein L.P. other currentsince Jul 24, 2024 · Miami, Fl
- Valley Financial Management, Inc. BD affiliatedJul 29, 2019 to Oct 19, 2022 · Aventura, Fl
- Wells Fargo Advisors wirehouseJan 27, 2012 to Jul 3, 2019 · Radnor, Pa
- Morgan Stanley wirehouseJun 1, 2009 to Jan 10, 2012 · Mount Laurel, Nj
- Citigroup Global Markets Inc. BD affiliatedAug 31, 2004 to Jun 1, 2009 · Mt. Laurel, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 21, 2004 to Sep 14, 2004 · Elkins Park, Pa
Moves
a registration end followed by a registration begin elsewhere
- Valley Financial Management, Inc. to Alliancebernstein L.P.left Oct 19, 2022, registered Jul 24, 2024 (644 days) · Other
- Wells Fargo Advisors to Valley Financial Management, Inc.left Jul 3, 2019, registered Jul 29, 2019 (26 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley to Wells Fargo Advisorsleft Jan 10, 2012, registered Jan 27, 2012 (17 days) · Wirehouse to wirehouse
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left Sep 14, 2004, registered Aug 31, 2004 (-14 days) · Other
Signals
- Kevin Robert Krisowaty left Valley Financial Management, Inc. for Alliancebernstein L.P. (registered 2024-07-24)Oct 19, 2022 · Advisor changed firm · fact
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
- Other adviserderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address