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.
Registered advisor
Tristan Williams Benoit
Feed of 09/14/2026
At current firm
2 y
since Feb 9, 2024
In the industry
20 y
since Oct 28, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Vestmark Advisory Solutions, Inc. independent RIA currentsince Feb 9, 2024 · Wakefield, Ma
- Eaton Vance Management asset managerApr 11, 2007 to Aug 17, 2023 · Boston, Ma
- Mdt Advisers, A Division Of Federated Mdta LLC asset managerNov 13, 2006 to Jan 31, 2007 · Cambridge, Ma
- Federated Investment Counseling institutionalNov 10, 2006 to Jan 31, 2007 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Eaton Vance Management to Vestmark Advisory Solutions, Inc.left Aug 17, 2023, registered Feb 9, 2024 (176 days) · Other
- Federated Investment Counseling to Mdt Advisers, A Division Of Federated Mdta LLCleft Jan 31, 2007, registered Nov 13, 2006 (-79 days) · Other
- Mdt Advisers, A Division Of Federated Mdta LLC to Eaton Vance Managementleft Jan 31, 2007, registered Apr 11, 2007 (70 days) · Other
Signals
- Tristan Williams Benoit left Eaton Vance Management for Vestmark Advisory Solutions, Inc. (registered 2024-02-09)Aug 17, 2023 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address