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
Andrea Giulio Item
Feed of 09/15/2026
Also filed as Andrew Item
At current firm
0 y
since Aug 26, 2026
In the industry
17 y
since Feb 8, 2009 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cresset Asset Management, LLC independent RIA currentsince Aug 26, 2026 · West Palm Beach, Fl
- UBS Financial Services Inc. wirehouseJan 7, 2019 to Sep 9, 2026 · Boca Raton, Fl
- Truist Advisory Services, Inc. BD affiliatedNov 23, 2016 to Dec 27, 2018 · Coral Gables, Fl
- Quorum Investment Counsel, LLC formerOct 13, 2015 to Oct 14, 2016 · Boca Raton, Fl
- United Capital Financial Advisors independent RIAJan 27, 2014 to Oct 2, 2015 · Miami, Fl
- Quorum Investment Counsel, LLC formerAug 31, 2010 to Dec 31, 2013 · Miami, Fl
- UBS Financial Services Inc. wirehouseFeb 17, 2009 to May 5, 2009 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Cresset Asset Management, LLCleft Sep 9, 2026, registered Aug 26, 2026 (-14 days) · Wirehouse to independent RIA · moved with a team
- Truist Advisory Services, Inc. to UBS Financial Services Inc.left Dec 27, 2018, registered Jan 7, 2019 (11 days) · Affiliated broker-dealer or bank to wirehouse
- Quorum Investment Counsel, LLC to Truist Advisory Services, Inc.left Oct 14, 2016, registered Nov 23, 2016 (40 days) · Other
- United Capital Financial Advisors to Quorum Investment Counsel, LLCleft Oct 2, 2015, registered Oct 13, 2015 (11 days) · Other
- Quorum Investment Counsel, LLC to United Capital Financial Advisorsleft Dec 31, 2013, registered Jan 27, 2014 (27 days) · Other
- UBS Financial Services Inc. to Quorum Investment Counsel, LLCleft May 5, 2009, registered Aug 31, 2010 (483 days) · Other
Signals
- Andrea Giulio Item left Ubs Financial Services Inc. for Cresset Asset Management, Llc (registered 2026-08-26)Sep 9, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address