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.
John Thomas Dougherty
- Title
- Founder - CFOreportedtwentyfourwealth.comfirm site, Sep 15, 2026
- Business email
- john@twentyfourwealth.comreportedtwentyfourwealth.comfirm site, Sep 15, 2026
- Direct business phone
- 203-493-0025reportedtwentyfourwealth.comfirm site, Sep 15, 2026
- Professional profile
- twentyfourwealth.com/team/john-dougherty-cpareportedtwentyfourwealth.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.
- Twenty Four Wealth no RAUM currentsince Aug 31, 2026 · Darien, Ct
- Stratos Wealth Partners, Ltd BD affiliatedDec 13, 2019 to Sep 3, 2026 · New York, Ny
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Dec 17, 2019 · Westport, Ct
- Msi Financial Services, Inc. formerJun 21, 2010 to Mar 25, 2017 · Shelton, Ct
- Stratos Wealth Partners, Ltd to Twenty Four Wealthleft Sep 3, 2026, registered Aug 31, 2026 (-3 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- MML Investors Services, LLC to Stratos Wealth Partners, Ltdleft Dec 17, 2019, registered Dec 13, 2019 (-4 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- John Thomas Dougherty left Stratos Wealth Partners, Ltd for Twenty Four Wealth (registered 2026-08-31)Sep 3, 2026 · 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
- No RAUM reportedderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address