DFX Intelligence

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.

Registered advisor

I•• G••• S••••

A••••••• C•••••• M••••••••• L••independent RIAWayland , Ma IA-onlyIAPD 4826397

Certified Financial Planner

Feed of 09/14/2026

Also filed as Ira G••• Smotroff

At current firm

0 y

since Jun 15, 2026

In the industry

21 y

since Sep 21, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••• C•••••• M••••••••• L•• independent RIA current
since Jun 15, 2026 · Wayland , Ma
O•••••• W••••• former
Nov 12, 2019 to Jun 30, 2026 · Sudbury, Ma
S••••• W••••• independent RIA
Jul 24, 2019 to Jun 1, 2020 · Englewood, Fl
F•••• A••••• A••••••• S•••••••• I••• former
Aug 3, 2012 to Jul 12, 2019 · Waltham, Ma
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 15, 2007 to Aug 7, 2012 · Wellesley Hills, Ma

Moves

a registration end followed by a registration begin elsewhere

O•••••• W••••• to A••••••• C•••••• M••••••••• L••
left Jun 30, 2026, registered Jun 15, 2026 (-15 days) · RIA to RIA
S••••• W••••• to O•••••• W•••••
left Jun 1, 2020, registered Nov 12, 2019 (-202 days) · RIA to a newly registered adviser
F•••• A••••• A••••••• S•••••••• I••• to S••••• W•••••
left Jul 12, 2019, registered Jul 24, 2019 (12 days) · Affiliated broker-dealer or bank to a newly registered adviser
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F•••• A••••• A••••••• S•••••••• I•••
left Aug 7, 2012, registered Aug 3, 2012 (-4 days) · Other

Signals

I•• G••• S•••• left O•••••• W••••• for A••••••• C•••••• M••••••••• L•• (registered 2026-06-15)
Jun 30, 2026 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address