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.
M••• A•••••• N••••
- Title
- CFP® | CHIEF COMPLIANCE OFFICERreportedblackdiamondfs.comfirm site, Sep 15, 2026
- Direct business phone
- 302-265-2236reportedblackdiamondfs.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/mark-nehra-b4802b8breportedblackdiamondfs.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.
- B••• C•••••• L•• independent RIA currentsince Jul 20, 2017 · Rehoboth Beach, De
- W•••••• • R••• formerNov 29, 2012 to Jul 20, 2017 · Wyomissing, Pa
- M•• F•••••••• S•••••••• I••• formerAug 11, 2008 to Dec 6, 2012 · Newark, De
- W•••••• • R••• to B••• C•••••• L••left Jul 20, 2017, registered Jul 20, 2017 (0 days) · Other
- M•• F•••••••• S•••••••• I••• to W•••••• • R•••left Dec 6, 2012, registered Nov 29, 2012 (-7 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address