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.
S•••• A•••• L••••••
- Title
- Investment Advisor Representativereportedpinevalleyinvestments.comfirm site, Sep 15, 2026
- Designations
- MBAreportedpinevalleyinvestments.comas printed on the bio page, Sep 16, 2026
- Professional profile
- PINEVALLEYINVESTMENTS.COM/bios/scott-lermackreportedpinevalleyinvestments.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.
- P••• V••••• I••••••••• independent RIA currentsince Jan 31, 2022 · Marlton, Nj
- A••••• A•• P••••••• S••••••• BD affiliatedAug 15, 2014 to Nov 13, 2020 · Philadelphia, Pa
- T• A••••••••• I••••••••• M••••••••• L•• formerMay 16, 2006 to Dec 24, 2009 · Marlton, Nj
- T• A••••••••• I••• formerMar 31, 2006 to Dec 24, 2009 · Radnor, Pa
- A••••••••• F•••••••• S•••••••• L•• national BDSep 4, 2003 to Mar 31, 2006 · Voorhees, Nj
- A••••• A•• P••••••• S••••••• to P••• V••••• I•••••••••left Nov 13, 2020, registered Jan 31, 2022 (444 days) · Affiliated broker-dealer or bank to independent RIA
- T• A••••••••• I••••••••• M••••••••• L•• to A••••• A•• P••••••• S•••••••left Dec 24, 2009, registered Aug 15, 2014 (1695 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Dec 24, 2009, registered May 16, 2006 (-1318 days) · channel change inside one enterprise, not a move
- A••••••••• F•••••••• S•••••••• L•• to T• A••••••••• I•••left Mar 31, 2006, registered Mar 31, 2006 (0 days) · Affiliated broker-dealer or bank to a newly registered adviser
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