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
Christopher Bernard Cymbala
Feed of 09/14/2026
Also filed as Chris Cymbala
At current firm
1 y
since Sep 16, 2025
In the industry
24 y
since Dec 7, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Symmetry Partners independent RIA currentsince Sep 16, 2025 · Glastonbury, Ct
- International Assets Investment Management, LLC BD affiliatedSep 27, 2023 to Jun 16, 2025 · Rocky Hill, Ct
- Ameriprise Financial Services, LLC national BDMar 31, 2023 to Jun 28, 2023 · Glastonbury, Ct
- LPL Financial LLC BD affiliatedOct 11, 2011 to Apr 25, 2023 · East Windsor, Ct
- Uvest Financial Services Group, Inc. unclassifiedFeb 13, 2007 to Oct 11, 2011 · Windsor, Ct
- Webster Investment Services, Inc. unclassifiedMar 4, 2005 to Feb 13, 2007 · Essex, Ct
- Waddell & Reed formerDec 17, 2001 to Jan 18, 2005 · Hartford, Ct
Moves
a registration end followed by a registration begin elsewhere
- International Assets Investment Management, LLC to Symmetry Partnersleft Jun 16, 2025, registered Sep 16, 2025 (92 days) · Affiliated broker-dealer or bank to independent RIA
- Ameriprise Financial Services, LLC to International Assets Investment Management, LLCleft Jun 28, 2023, registered Sep 27, 2023 (91 days) · Affiliated broker-dealer or bank to another
- LPL Financial LLC to Ameriprise Financial Services, LLCleft Apr 25, 2023, registered Mar 31, 2023 (-25 days) · Affiliated broker-dealer or bank to another
- Uvest Financial Services Group, Inc. to LPL Financial LLCleft Oct 11, 2011, registered Oct 11, 2011 (0 days) · corporate re-registration, not a move
- Webster Investment Services, Inc. to Uvest Financial Services Group, Inc.left Feb 13, 2007, registered Feb 13, 2007 (0 days) · Other
- Waddell & Reed to Webster Investment Services, Inc.left Jan 18, 2005, registered Mar 4, 2005 (45 days) · Other
Signals
- Christopher Bernard Cymbala left International Assets Investment Management, Llc for Symmetry Partners (registered 2025-09-16)Jun 16, 2025 · Advisor changed firm · fact
- Christopher Bernard Cymbala left Ameriprise Financial Services, Llc for International Assets Investment Management, Llc (registered 2023-09-27)Jun 28, 2023 · Advisor changed firm · fact
- Christopher Bernard Cymbala left Lpl Financial Llc for Ameriprise Financial Services, Llc (registered 2023-03-31)Apr 25, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address