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.
R••• A•••• M••••••
- Title
- Tiffany Soricelli, Financial Advisorreportedgodfreyfinancial.comfirm site, Sep 16, 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.
- G•••••• F•••••••• A••••••••• I••• independent RIA currentsince Aug 7, 2023 · Glenmont, Ny
- L•• F•••••••• L•• BD affiliatedMay 18, 2022 to Aug 15, 2023 · Latham, Ny
- C••• B•••••••• S•••••••• I••• formerJul 31, 2019 to May 18, 2022 · Latham, Ny
- K•• I••••••••• S••••••• L•• BD affiliatedSep 21, 2016 to Dec 31, 2016 · Cohoes, Ny
- L•• F•••••••• L•• BD affiliatedNov 25, 2013 to Sep 21, 2016 · Rotterdam, Ny
- L•• F•••••••• L•• to G•••••• F•••••••• A••••••••• I•••left Aug 15, 2023, registered Aug 7, 2023 (-8 days) · Affiliated broker-dealer or bank to independent RIA
- C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
- K•• I••••••••• S••••••• L•• to C••• B•••••••• S•••••••• I•••left Dec 31, 2016, registered Jul 31, 2019 (942 days) · Other
- L•• F•••••••• L•• to K•• I••••••••• S••••••• L••left Sep 21, 2016, registered Sep 21, 2016 (0 days) · Other · moved with a team
- R••• A•••• M•••••• left L•• F•••••••• L•• for G•••••• F•••••••• A••••••••• I••• (registered 2023-08-07)Aug 15, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address