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.
- Title
- Investment Advisorreportedrcmwa.comfirm site, Sep 15, 2026
- Years, as the firm states
- 15reportedrcmwa.com“He has had 15 years experience in the Financial Arena.”
- Business email
- mtosaw@rcmfs.comreportedrcmwa.comfirm site, Sep 15, 2026
- Professional profile
- rcmwa.com/team-member-01/michael-tosawreportedrcmwa.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.
- Iolite Asset Management no RAUM currentsince Nov 17, 2025 · Chicago, Il
- Rcm Wealth Advisors independent RIA currentsince May 13, 2010 · Chicago, Il
- Brokersxpress LLC formerJul 14, 2009 to May 18, 2010 · Chicago, Il
- Voya Financial Advisors, Inc. BD affiliatedJul 28, 2004 to Apr 21, 2005 · East Dundee, Il
- Msi Financial Services, Inc. formerOct 20, 2003 to Jun 14, 2004 · Downers Grove, Il
- Brokersxpress LLC to Rcm Wealth Advisorsleft May 18, 2010, registered May 13, 2010 (-5 days) · Other
- Voya Financial Advisors, Inc. to Brokersxpress LLCleft Apr 21, 2005, registered Jul 14, 2009 (1545 days) · Other
- Msi Financial Services, Inc. to Voya Financial Advisors, Inc.left Jun 14, 2004, registered Jul 28, 2004 (44 days) · Other
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