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.
Feed of 09/15/2026
Also filed as Illya M Bermant
At current firm
0 y
since Nov 3, 2025
In the industry
24 y
since Nov 30, 2001 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Mcadam LLC independent RIA currentsince Nov 3, 2025 · Tampa, Fl
- Walser Wealth Management Company, A Limited Liability Company independent RIAMay 23, 2023 to Oct 21, 2025 · Tampa, Fl
- Fisher Investments independent RIAMar 15, 2021 to Apr 27, 2023 · Tampa, Fl
- Charles Schwab & Co., Inc. national BDJun 12, 2009 to Nov 25, 2020 · Tampa, Fl
- Wells Fargo Advisors wirehouseAug 13, 2004 to May 29, 2009 · St. Petersburg, Fl
- Chase Investment Services Corp. formerDec 3, 2001 to Aug 4, 2004 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Walser Wealth Management Company, A Limited Liability Company to Mcadam LLCleft Oct 21, 2025, registered Nov 3, 2025 (13 days) · RIA to RIA
- Fisher Investments to Walser Wealth Management Company, A Limited Liability Companyleft Apr 27, 2023, registered May 23, 2023 (26 days) · RIA to RIA
- Charles Schwab & Co., Inc. to Fisher Investmentsleft Nov 25, 2020, registered Mar 15, 2021 (110 days) · Affiliated broker-dealer or bank to independent RIA
- Wells Fargo Advisors to Charles Schwab & Co., Inc.left May 29, 2009, registered Jun 12, 2009 (14 days) · Wirehouse to affiliated broker-dealer or bank
- Chase Investment Services Corp. to Wells Fargo Advisorsleft Aug 4, 2004, registered Aug 13, 2004 (9 days) · Other
Signals
- Illya Manuel Bermant left Walser Wealth Management Company, A Limited Liability Company for Mcadam Llc (registered 2025-11-03)Oct 21, 2025 · Advisor changed firm · fact
- Illya Manuel Bermant left Fisher Investments for Walser Wealth Management Company, A Limited Liability Company (registered 2023-05-23)Apr 27, 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