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.
- Title
- Partner & Director of Wealthcare for Women ®reportedbmcplanning.comfirm site, Sep 15, 2026
- Designations
- MBAreportedbmcplanning.comas printed on the bio page, Sep 16, 2026
- Professional profile
- bmcplanning.com/team_member/melanie-d-hagan-mbareportedbmcplanning.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.
- B••••• M•••••• independent RIA currentsince Feb 13, 2025 · Timonium, Md
- K••••• A••••••• S•••••••• L•• BD affiliatedApr 19, 2016 to May 20, 2025 · Timonium, Md
- N•• A•••••• S•••••••• L•• formerSep 25, 2009 to Sep 22, 2016 · Timonium, Md
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedOct 5, 2004 to Mar 22, 2006 · Baltimore, Md
- K••••• A••••••• S•••••••• L•• to B••••• M••••••left May 20, 2025, registered Feb 13, 2025 (-96 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••left Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
- B••• O• A•••••• I••••••••• S•••••••• I••• to N•• A•••••• S•••••••• L••left Mar 22, 2006, registered Sep 25, 2009 (1283 days) · Other
- M•••••• D•• H•••• left K••••• A••••••• S•••••••• L•• for B••••• M•••••• (registered 2025-02-13)May 20, 2025 · a•••••• firm change · 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address