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.
K••• A•• A••••
- Title
- MEET OUR CEOreportedstrategicincomegroup.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedstrategicincomegroup.com“Keri Alcos joined Strategic Income Group in 2023 as a seasoned financial planner and licensed Medicare specialist with 20+ years in the financial services industry.”
- Professional profile
- strategicincomegroup.com/team/keri-alcosreportedstrategicincomegroup.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.
- S•••••••• I••••• G•••• L•• independent RIA currentsince Sep 27, 2022 · Chandler, Az
- T••••••••• L•• formerJun 20, 2018 to Feb 9, 2021 · Peoria, Az
- K•••••• F•••••••• G••••• L•• independent RIASep 7, 2016 to Aug 18, 2017 · Peoria, Az
- S••••• W••••• A•••••••• I••• no RAUMMar 16, 2015 to May 20, 2016 · Phoenix, Az
- C•••••• S••••• • C••• I••• national BDFeb 23, 2015 to May 20, 2016 · Phoenix, Az
- O••••••••• S••••••••• I••• BD affiliatedJun 12, 2014 to Jan 29, 2015 · Scottsdale, Az
- U••• F•••••••• P••••••• S••••••• formerFeb 16, 2010 to Mar 13, 2014 · Phoenix, Az
- M••••• S•••••• wirehouseJun 1, 2009 to Feb 4, 2010 · Scottsdale, Az
- C•••••••• G••••• M•••••• I••• BD affiliatedMay 17, 2007 to Jun 1, 2009 · Scottsdale, Az
- H••••••• I••••••••• F•••••••• S•••••••• L•• formerAug 16, 2006 to Apr 28, 2007 · Scottsdale, Az
- M••••• S•••••• D• I••• unclassifiedJun 5, 2006 to Jul 20, 2006 · Scottsdale, Az
- T••••••••• L•• to S•••••••• I••••• G•••• L••left Feb 9, 2021, registered Sep 27, 2022 (595 days) · Other
- K•••••• F•••••••• G••••• L•• to T••••••••• L••left Aug 18, 2017, registered Jun 20, 2018 (306 days) · RIA to a newly registered adviser
- C•••••• S••••• • C••• I••• to S••••• W••••• A•••••••• I•••left May 20, 2016, registered Mar 16, 2015 (-431 days) · channel change inside one enterprise, not a move
- S••••• W••••• A•••••••• I••• to K•••••• F•••••••• G••••• L••left May 20, 2016, registered Sep 7, 2016 (110 days) · Other
- O••••••••• S••••••••• I••• to C•••••• S••••• • C••• I•••left Jan 29, 2015, registered Feb 23, 2015 (25 days) · Other
- U••• F•••••••• P••••••• S••••••• to O••••••••• S••••••••• I•••left Mar 13, 2014, registered Jun 12, 2014 (91 days) · Other
- M••••• S•••••• to U••• F•••••••• P••••••• S•••••••left Feb 4, 2010, registered Feb 16, 2010 (12 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- H••••••• I••••••••• F•••••••• S•••••••• L•• to C•••••••• G••••• M•••••• I•••left Apr 28, 2007, registered May 17, 2007 (19 days) · Other
- M••••• S•••••• D• I••• to H••••••• I••••••••• F•••••••• S•••••••• L••left Jul 20, 2006, registered Aug 16, 2006 (27 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address