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.
Jason Michael Venditti
- Title
- VP Investmentsreportedstirlingshire.comfirm site, Sep 15, 2026
- Professional profile
- stirlingshire.com/team/jason-vendittireportedstirlingshire.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.
- Stirlingshire Investments independent RIA currentsince Sep 20, 2024 · Port Charlotte, Fl
- Hazard & Siegel Advisory Services LLC otherJul 24, 2017 to Dec 11, 2023 · Dewitt, Ny
- Morgan Stanley Dw Inc. unclassifiedSep 21, 2005 to Jun 1, 2006 · Rochester, Ny
- Hazard & Siegel Advisory Services LLC to Stirlingshire Investmentsleft Dec 11, 2023, registered Sep 20, 2024 (284 days) · Other
- Morgan Stanley Dw Inc. to Hazard & Siegel Advisory Services LLCleft Jun 1, 2006, registered Jul 24, 2017 (4071 days) · Other
- Jason Michael Venditti left Hazard & Siegel Advisory Services Llc for Stirlingshire Investments (registered 2024-09-20)Dec 11, 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address