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.
E•••• R••••••• L••••
- Designations
- CFP, CDFAreportedstrategicadvisorypartners.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedstrategicadvisorypartners.com“With more than 20 years of experience in wealth management and philanthropy, Erica has built trusted relationships with individuals and families focused on their legacies and financial well-being.”
- Professional profile
- strategicadvisorypartners.com/erica-lyallreportedstrategicadvisorypartners.comfirm site, Sep 16, 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•••••••• A••••••• P••••••• independent RIA currentsince Oct 14, 2025 · Greensboro, Nc
- M••••• W••••• M••••••••• L•• independent RIAApr 26, 2023 to Oct 13, 2025 · Westwood, Nj
- P••••• F•••••••• formerMay 5, 2022 to Apr 27, 2023 · Winston-Salem, Nc
- S•••••••• B••••••••• L•• independent RIAOct 19, 2020 to Mar 16, 2022 · Greensboro, Nc
- A••• W••••• M••••••••• L•• unclassifiedFeb 11, 2020 to Sep 25, 2020 · Winston Salem, Nc
- L•• F•••••••• L•• BD affiliatedMar 7, 2008 to Aug 5, 2008 · Winston Salem, Nc
- U•••• F•••••••• S••••••• G••••• I••• unclassifiedFeb 5, 2007 to Mar 10, 2008 · Winston-Salem, Nc
- B••• I••••••••• S•••••••• I••• formerMay 24, 2004 to Feb 6, 2007 · Charlotte, Nc
- M••••• W••••• M••••••••• L•• to S•••••••• A••••••• P•••••••left Oct 13, 2025, registered Oct 14, 2025 (1 days) · RIA to RIA
- P••••• F•••••••• to M••••• W••••• M••••••••• L••left Apr 27, 2023, registered Apr 26, 2023 (-1 days) · corporate re-registration, not a move
- S•••••••• B••••••••• L•• to P••••• F••••••••left Mar 16, 2022, registered May 5, 2022 (50 days) · RIA to RIA
- A••• W••••• M••••••••• L•• to S•••••••• B••••••••• L••left Sep 25, 2020, registered Oct 19, 2020 (24 days) · Other
- L•• F•••••••• L•• to A••• W••••• M••••••••• L••left Aug 5, 2008, registered Feb 11, 2020 (4207 days) · Other
- U•••• F•••••••• S••••••• G••••• I••• to L•• F•••••••• L••left Mar 10, 2008, registered Mar 7, 2008 (-3 days) · Other
- B••• I••••••••• S•••••••• I••• to U•••• F•••••••• S••••••• G••••• I•••left Feb 6, 2007, registered Feb 5, 2007 (-1 days) · Other
- E•••• R••••••• L•••• left M••••• W••••• M••••••••• L•• for S•••••••• A••••••• P••••••• (registered 2025-10-14)Oct 13, 2025 · Advisor changed firm · fact
- E•••• R••••••• L•••• left S•••••••• B••••••••• L•• for P••••• F•••••••• (registered 2022-05-05)Mar 16, 2022 · Advisor changed firm · fact
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address