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.
- Title
- Partnerreportedprocyon.netfirm site, Sep 15, 2026
- Investment committee
- “At P••••••, A•••••• serves as a Partner and holds the position of chair on the P•••••• Investment Committee, where he plays a key role in decision-making processes regarding investments.”reportedprocyon.netthe sentence on the bio page
- Professional profile
- procyon.net/team/antonio-rodriguesreportedprocyon.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.
- P•••••• mixed wealth currentsince May 17, 2018 · Shelton, Ct
- P•••••• I••••••••• P•••••••• L•• formerMay 17, 2018 to Dec 31, 2021 · Shelton, Ct
- P••••••• U••••• A•••••••• I••• formerApr 19, 2018 to May 21, 2018 · Wethersfield, Ct
- P••••••• S••••••••• I••• formerJun 24, 2005 to May 21, 2018 · Brookfield, Ct
- P•••••• I••••••••• P•••••••• L•• to P••••••left Dec 31, 2021, registered May 17, 2018 (-1324 days) · Other · moved with a team
- P••••••• S••••••••• I••• to P••••••• U••••• A•••••••• I•••left May 21, 2018, registered Apr 19, 2018 (-32 days) · Other
- P••••••• U••••• A•••••••• I••• to P•••••• I••••••••• P•••••••• L••left May 21, 2018, registered May 17, 2018 (-4 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address