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
Daniel Mark Alivernini
Certified Financial Planner
Feed of 09/14/2026
Also filed as Daniel Alivernini
At current firm
8 y
since Apr 25, 2018
In the industry
18 y
since Mar 4, 2008 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pacer Advisors, Inc. asset manager currentsince Apr 25, 2018 · Malvern, Pa
- Usaa Financial Planning Services formerNov 27, 2013 to May 5, 2017 · Philadelphia, Pa
- Vanguard Advisers, Inc. BD affiliatedJan 6, 2012 to Nov 25, 2013 · Malvern, Pa
Moves
a registration end followed by a registration begin elsewhere
- Usaa Financial Planning Services to Pacer Advisors, Inc.left May 5, 2017, registered Apr 25, 2018 (355 days) · Other
- Vanguard Advisers, Inc. to Usaa Financial Planning Servicesleft Nov 25, 2013, registered Nov 27, 2013 (2 days) · Other
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address