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.
N•••••• C•••• P••••
- Title
- Chief Experience Officer & Partnerreportedroyalharborpartners.comfirm site, Sep 15, 2026
- Partner or owner
- “Chief Experience Officer & Partner”reportedroyalharborpartners.comthe sentence on the bio page
- Professional profile
- royalharborpartners.com/team/natalie-pichareportedroyalharborpartners.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.
- R•• W••••• M••••••••• independent RIA currentsince Aug 1, 2019 · Houston, Tx
- P•• A••••••• S•••••••• L•• independent RIAJun 19, 2019 to Aug 7, 2019 · Albany, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 18, 2013 to Jun 18, 2019 · Houston, Tx
- M••••• S•••••• wirehouseNov 3, 2011 to May 2, 2013 · Houston, Tx
- P•• A••••••• S•••••••• L•• to R•• W••••• M•••••••••left Aug 7, 2019, registered Aug 1, 2019 (-6 days) · RIA to a newly registered adviser · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P•• A••••••• S•••••••• L••left Jun 18, 2019, registered Jun 19, 2019 (1 days) · Wirehouse to independent RIA · moved with a team
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 2, 2013, registered Apr 18, 2013 (-14 days) · Wirehouse to wirehouse
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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address