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.
David Michael Thome
- Title
- Principal, Senior Consultantreportedfiducientadvisors.comfirm site, Sep 15, 2026
- Designations
- CFPreportedfiducientadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- fiducientadvisors.com/team/david-thomereportedfiducientadvisors.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.
- Fiducient Advisors LLC mixed wealth currentsince Mar 22, 2018 · Mclean, Va
- Orion Investment Advisors, LLC formerJan 15, 2016 to Mar 28, 2018 · Mclean, Va
- Morgan Stanley wirehouseFeb 14, 2012 to Feb 1, 2016 · Bethesda, Md
- Suntrust Investment Services, Inc. formerDec 17, 2008 to Jan 30, 2012 · Potomac, Md
- Citigroup Global Markets Inc. BD affiliatedMay 29, 2007 to Dec 20, 2008 · Alexandfia, Va
- Citicorp Investment Services unclassifiedSep 8, 2006 to May 29, 2007 · Washington, Dc
- Suntrust Investment Services, Inc. formerSep 28, 2004 to Aug 16, 2006 · Fairfax, Va
- Orion Investment Advisors, LLC to Fiducient Advisors LLCleft Mar 28, 2018, registered Mar 22, 2018 (-6 days) · Other · moved with a team
- Morgan Stanley to Orion Investment Advisors, LLCleft Feb 1, 2016, registered Jan 15, 2016 (-17 days) · Other
- Suntrust Investment Services, Inc. to Morgan Stanleyleft Jan 30, 2012, registered Feb 14, 2012 (15 days) · Other
- Citigroup Global Markets Inc. to Suntrust Investment Services, Inc.left Dec 20, 2008, registered Dec 17, 2008 (-3 days) · Other
- Citicorp Investment Services to Citigroup Global Markets Inc.left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
- Suntrust Investment Services, Inc. to Citicorp Investment Servicesleft Aug 16, 2006, registered Sep 8, 2006 (23 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address