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
- Private Wealth Advisorreportedtwentyfourwealth.comfirm site, Sep 15, 2026
- Business email
- james@twentyfourwealth.comreportedtwentyfourwealth.comfirm site, Sep 15, 2026
- Direct business phone
- 457-400-9946reportedtwentyfourwealth.comfirm site, Sep 15, 2026
- Professional profile
- twentyfourwealth.com/team/james-cahnreportedtwentyfourwealth.comfirm 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.
- T••••• F••• W••••• no RAUM currentsince Aug 31, 2026 · Darien, Ct
- L•• F•••••••• L•• BD affiliatedNov 5, 2025 to Jul 10, 2026 · San Diego, Ca
- S•••••• W••••• P•••••••• L•• BD affiliatedJun 1, 2021 to Sep 3, 2026 · Norwalk, Ct
- S•••••• W••••• P•••••••• L•• BD affiliatedJun 1, 2021 to Sep 3, 2026 · Norwalk, Ct
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Jun 9, 2021 · Stamford, Ct
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Jun 9, 2021 · Stamford, Ct
- M•• F•••••••• S•••••••• I••• formerJul 18, 2002 to Mar 25, 2017 · Stamford, Ct
- M•• F•••••••• S•••••••• I••• formerJul 18, 2002 to Mar 25, 2017 · Stamford, Ct
- S•••••• W••••• P•••••••• L•• to L•• F•••••••• L••left Sep 3, 2026, registered Nov 5, 2025 (-302 days) · Affiliated broker-dealer or bank to another · moved with a team
- L•• F•••••••• L•• to T••••• F••• W•••••left Jul 10, 2026, registered Aug 31, 2026 (52 days) · Affiliated broker-dealer or bank to a newly registered adviser
- M•• I•••••••• S•••••••• L•• to S•••••• W••••• P•••••••• L••left Jun 9, 2021, registered Jun 1, 2021 (-8 days) · Affiliated broker-dealer or bank to another
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- J•••• E•••• C••• left S•••••• W••••• P•••••••• L•• for T••••• F••• W••••• (registered 2026-08-31)Sep 3, 2026 · Advisor changed firm · fact
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
- No RAUM reportedderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address