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
Cristina Claribel Acosta
Feed of 09/14/2026
At current firm
0 y
since Jan 5, 2026
In the industry
23 y
since Dec 14, 2002 (earliest exam, job or registration)
Prior registered firms
3
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Bolton Global Asset Management BD affiliated currentsince Jan 5, 2026 · Bolton, Ma
- Cardea Capital Group, Inc. formerAug 4, 2022 to Apr 24, 2024 · Atlanta, Ga
- Crescendo Asset Management LLC formerAug 30, 2019 to Dec 31, 2021 · New York, Ny
- Mora Capital Management, LLC independent RIASep 22, 2016 to Oct 1, 2018 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Cardea Capital Group, Inc. to Bolton Global Asset Managementleft Apr 24, 2024, registered Jan 5, 2026 (621 days) · RIA to RIA
- Crescendo Asset Management LLC to Cardea Capital Group, Inc.left Dec 31, 2021, registered Aug 4, 2022 (216 days) · Other
- Mora Capital Management, LLC to Crescendo Asset Management LLCleft Oct 1, 2018, registered Aug 30, 2019 (333 days) · Other
Signals
- Cristina Claribel Acosta left Cardea Capital Group, Inc. for Bolton Global Asset Management (registered 2026-01-05)Apr 24, 2024 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address