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
Evan Robert Ratnow
Feed of 09/15/2026
At current firm
15 y
since Dec 8, 2010
In the industry
22 y
since Mar 31, 2004 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Citigroup Global Markets Inc. BD affiliated currentsince Dec 8, 2010 · New York City, Ny
- Bny Mellon Advisors, Inc. bank affiliatedApr 17, 2009 to Jun 9, 2010 · New York, Ny
- Lehman Brothers Inc. unclassifiedMay 1, 2008 to Oct 2, 2008 · New York, Ny
- Fortigent, LLC formerAug 17, 2006 to Apr 1, 2008 · Radnor, Pa
- Lydian Wealth Management Company, LLC unclassifiedNov 2, 2005 to Aug 17, 2006 · Radnor, Pa
- Veritable LP formerApr 1, 2004 to Jun 29, 2005 · Edgemont, Pa
Moves
a registration end followed by a registration begin elsewhere
- Bny Mellon Advisors, Inc. to Citigroup Global Markets Inc.left Jun 9, 2010, registered Dec 8, 2010 (182 days) · Other
- Lehman Brothers Inc. to Bny Mellon Advisors, Inc.left Oct 2, 2008, registered Apr 17, 2009 (197 days) · Other
- Fortigent, LLC to Lehman Brothers Inc.left Apr 1, 2008, registered May 1, 2008 (30 days) · Other
- Lydian Wealth Management Company, LLC to Fortigent, LLCleft Aug 17, 2006, registered Aug 17, 2006 (0 days) · Other
- Veritable LP to Lydian Wealth Management Company, LLCleft Jun 29, 2005, registered Nov 2, 2005 (126 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address