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.
K•••• D••••• M••••
- Title
- VP Investmentsreportedstirlingshire.comfirm site, Sep 15, 2026
- Professional profile
- stirlingshire.com/team/kevin-meyerreportedstirlingshire.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.
- S••••••••• I••••••••• independent RIA currentsince Feb 24, 2025 · Carlsbad, Ca
- E•••••••• A•••••••• L•• national BDJul 7, 2023 to Feb 27, 2025 · San Diego, Ca
- M••••• S•••••• wirehouseFeb 9, 2023 to May 30, 2023 · Carlsbad, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDAug 2, 2021 to Jan 17, 2023 · Chula Vista, Ca
- C••• F•••••••• S•••••••• L••• formerDec 17, 2015 to Aug 2, 2021 · Imperial Beach, Ca
- W•••• F•••• A••••••• wirehouseNov 15, 2012 to Mar 14, 2013 · New York, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 23, 2009 to Mar 29, 2012 · Great Neck, Ny
- E•••••••• A•••••••• L•• to S••••••••• I•••••••••left Feb 27, 2025, registered Feb 24, 2025 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- M••••• S•••••• to E•••••••• A•••••••• L••left May 30, 2023, registered Jul 7, 2023 (38 days) · Wirehouse to affiliated broker-dealer or bank
- A••••••••• F•••••••• S•••••••• L•• to M••••• S••••••left Jan 17, 2023, registered Feb 9, 2023 (23 days) · Affiliated broker-dealer or bank to wirehouse
- C••• F•••••••• S•••••••• L••• to A••••••••• F•••••••• S•••••••• L••left Aug 2, 2021, registered Aug 2, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- W•••• F•••• A••••••• to C••• F•••••••• S•••••••• L•••left Mar 14, 2013, registered Dec 17, 2015 (1008 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Mar 29, 2012, registered Nov 15, 2012 (231 days) · Wirehouse to wirehouse
- K•••• D••••• M•••• left E•••••••• A•••••••• L•• for S••••••••• I••••••••• (registered 2025-02-24)Feb 27, 2025 · Advisor changed firm · fact
- K•••• D••••• M•••• left M••••• S•••••• for E•••••••• A•••••••• L•• (registered 2023-07-07)May 30, 2023 · Advisor changed firm · fact
- K•••• D••••• M•••• left A••••••••• F•••••••• S•••••••• L•• for M••••• S•••••• (registered 2023-02-09)Jan 17, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address