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.
B•••• A•••••• V•••
- V••• W••••• M••••••••• independent RIA currentsince May 15, 2026 · Endicott, Ny
- N•• C•••••• M••••••••• I••• mixed wealthJun 24, 2020 to May 29, 2026 · Norwich, Ny
- L•• F•••••••• L•• BD affiliatedMay 10, 2007 to Jun 4, 2026 · Montrose, Pa
- L•• F•••••••• L•• to N•• C•••••• M••••••••• I•••left Jun 4, 2026, registered Jun 24, 2020 (-2171 days) · Other
- N•• C•••••• M••••••••• I••• to V••• W••••• M•••••••••left May 29, 2026, registered May 15, 2026 (-14 days) · RIA to a newly registered adviser
- Brian Anthony Voss left Lpl Financial Llc for Nbt Capital Management, Inc. (registered 2020-06-24)Jun 4, 2026 · Advisor changed firm · fact
- Brian Anthony Voss left Nbt Capital Management, Inc. for Voss Wealth Management (registered 2026-05-15)May 29, 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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address