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.
A•••• M••••
- Professional profile
- linkedin.com/in/aaron-mazer-cfp/u00ae-ctfa-92413578reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- M•••••• I••••••••• i••••••••• wealth currentsince Jul 31, 2023 · Newton Square, Pa
- J••• M••••• S••••••••• L•• wirehouseDec 7, 2021 to Jul 31, 2023 · Philadelphia, Pa
- T••••• A••••••• S•••••••• I••• BD affiliatedSep 30, 2020 to Oct 14, 2021 · King Of Prussia, Pa
- B••• S••••••••• L•• formerJan 2, 2018 to Mar 2, 2021 · King Of Prussia, Pa
- B••• I••••••••• S•••••••• I••• formerMay 5, 2017 to Jan 2, 2018 · King Of Prussia, Pa
- P•••• S••••••••• L•• no RAUMNov 13, 2013 to Apr 21, 2017 · Warrington, Pa
- P•• W••••• M••••••••• BD affiliatedOct 7, 2010 to Nov 13, 2013 · Wilmington, De
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 17, 2009 to Oct 13, 2010 · Pennington, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 9, 2008 to Feb 11, 2009 · Media, Pa
- J••• M••••• S••••••••• L•• to M•••••• I•••••••••left Jul 31, 2023, registered Jul 31, 2023 (0 days) · Wirehouse to independent RIA
- T••••• A••••••• S•••••••• I••• to J••• M••••• S••••••••• L••left Oct 14, 2021, registered Dec 7, 2021 (54 days) · Affiliated broker-dealer or bank to wirehouse
- B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••left Mar 2, 2021, registered Sep 30, 2020 (-153 days) · corporate re-registration, not a move
- B••• I••••••••• S•••••••• I••• to B••• S••••••••• L••left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
- P•••• S••••••••• L•• to B••• I••••••••• S•••••••• I•••left Apr 21, 2017, registered May 5, 2017 (14 days) · Other
- P•• W••••• M••••••••• to P•••• S••••••••• L••left Nov 13, 2013, registered Nov 13, 2013 (0 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P•• W••••• M•••••••••left Oct 13, 2010, registered Oct 7, 2010 (-6 days) · Other
- A•••• M•••• left J••• M••••• S••••••••• L•• for M•••••• I••••••••• (registered 2023-07-31)Jul 31, 2023 · 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
- I••••••••• WEALTHderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address