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.
A•••••• M•••••• Z••••••
- M••••• C•••••• G•••• independent RIA currentsince Jun 4, 2026 · Rye, Nh
- M••••• C•••••• G•••• L•• unclassifiedSep 14, 2023 to Jul 2, 2026 · Portsmouth, Nh
- L•• F•••••••• L•• BD affiliatedMay 24, 2023 to Jun 19, 2026 · Portsmouth, Nh
- A••••••••• F•••••••• S•••••••• L•• national BDMar 28, 2019 to May 30, 2023 · Portsmouth, Nh
- E•••• V•••• M••••••••• asset managerApr 19, 2011 to Mar 28, 2019 · Boston, Ma
- M••••• C•••••• G•••• L•• to M••••• C•••••• G••••left Jul 2, 2026, registered Jun 4, 2026 (-28 days) · Other · moved with a team
- L•• F•••••••• L•• to M••••• C•••••• G•••• L••left Jun 19, 2026, registered Sep 14, 2023 (-1009 days) · Other · moved with a team
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left May 30, 2023, registered May 24, 2023 (-6 days) · Affiliated broker-dealer or bank to another
- E•••• V•••• M••••••••• to A••••••••• F•••••••• S•••••••• L••left Mar 28, 2019, registered Mar 28, 2019 (0 days) · RIA to affiliated broker-dealer or bank
- Anthony Michael Zanetti left Mardin Capital Group Llc for Mardin Capital Group (registered 2026-06-04)Jul 2, 2026 · Advisor changed firm · fact
- Anthony Michael Zanetti left Lpl Financial Llc for Mardin Capital Group Llc (registered 2023-09-14)Jun 19, 2026 · Advisor changed firm · fact
- Anthony Michael Zanetti left Ameriprise Financial Services, Llc for Lpl Financial Llc (registered 2023-05-24)May 30, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address