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•••• J• W••••
- C••••••• institutional currentsince Nov 20, 2024 · Boston, Ma
- B••••• F•••••••• M••••••••• L•• formerFeb 20, 2018 to Feb 18, 2025 · Boston, Ma
- B•••• A••••••• mixed wealthMay 26, 2017 to Mar 12, 2018 · Boston, Ma
- H•••••••• C•••••• formerFeb 20, 2008 to May 26, 2017 · New York, Ny
- B••••• F•••••••• M••••••••• L•• to C•••••••left Feb 18, 2025, registered Nov 20, 2024 (-90 days) · Other · moved with a team
- B•••• A••••••• to B••••• F•••••••• M••••••••• L••left Mar 12, 2018, registered Feb 20, 2018 (-20 days) · Other
- H•••••••• C•••••• to B•••• A•••••••left May 26, 2017, registered May 26, 2017 (0 days) · Other · moved with a team
- Brian J. Walsh left Boston Financial Management Llc for Captrust (registered 2024-11-20)Feb 18, 2025 · 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
- Institutional managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address