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.
- Title
- Partner, Senior Consultantreportedfiducientadvisors.comfirm site, Sep 15, 2026
- Professional profile
- fiducientadvisors.com/team/tyler-polkreportedfiducientadvisors.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.
- Fiducient Advisors LLC mixed wealth currentsince Jan 12, 2021 · Chicago, Il
- Fiduciary Investment Advisors, LLC formerMay 13, 2011 to Dec 31, 2020 · Windsor, Ct
- M Holdings Securities, Inc. BD affiliatedJan 26, 2010 to Apr 18, 2011 · West Hartford, Ct
- Fiduciary Investment Advisors, LLC to Fiducient Advisors LLCleft Dec 31, 2020, registered Jan 12, 2021 (12 days) · corporate re-registration, not a move
- M Holdings Securities, Inc. to Fiduciary Investment Advisors, LLCleft Apr 18, 2011, registered May 13, 2011 (25 days) · Other
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address