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.
Feed of 09/14/2026
Also filed as Andrea Lynn Cipriani
At current firm
3 y
since Aug 2, 2023
In the industry
17 y
since Mar 30, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Aug 2, 2023 · Pittsburgh, Pa
- Ellevest independent RIAOct 28, 2021 to Oct 31, 2022 · New York, Ny
- Wells Fargo Advisors wirehouseAug 21, 2019 to Oct 29, 2021 · Pittsburgh, Pa
- Wells Fargo Advisors wirehouseJan 3, 2011 to Jul 9, 2019 · San Francisco, Ca
- Wells Fargo Investments, LLC unclassifiedMar 31, 2009 to Jan 3, 2011 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Ellevest to Morgan Stanleyleft Oct 31, 2022, registered Aug 2, 2023 (275 days) · RIA to wirehouse
- Wells Fargo Advisors to Ellevestleft Oct 29, 2021, registered Oct 28, 2021 (-1 days) · Wirehouse to independent RIA
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Signals
- Andrea L Cipriani left Ellevest for Morgan Stanley (registered 2023-08-02)Oct 31, 2022 · 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
- Wirehousederived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address