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
Isabel Foster Berbert
Feed of 09/14/2026
Also filed as Isabel Foster Berbert
At current firm
8 y
since Mar 30, 2018
In the industry
19 y
since Jan 3, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Signaturefd, LLC independent RIA currentsince Mar 30, 2018 · Atlanta, Ga
- UBS Financial Services Inc. wirehouseOct 21, 2014 to Jan 11, 2018 · Atlanta, Ga
- Alliancebernstein L.P. otherJun 27, 2007 to Jun 2, 2010 · Atlanta, Ga
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to May 2, 2007 · Nashville, Tn
- Morgan Stanley Dw Inc. unclassifiedJan 3, 2007 to Apr 2, 2007 · Nashville, Tn
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Signaturefd, LLCleft Jan 11, 2018, registered Mar 30, 2018 (78 days) · Other
- Alliancebernstein L.P. to UBS Financial Services Inc.left Jun 2, 2010, registered Oct 21, 2014 (1602 days) · Other
- Morgan Stanley & Co. LLC to Alliancebernstein L.P.left May 2, 2007, registered Jun 27, 2007 (56 days) · Other
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address