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.
Kristopher David Moody
- Title
- Wealth Advisorreportedbssfa.comfirm site, Sep 15, 2026
- Designations
- CFP, MBAreportedbssfa.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “Additionally, Kristopher is a member of the Baron Silver Stevens’ Investment Policy Committee and acts as the firm’s specialist regarding social security strategies.”reportedbssfa.comthe sentence on the bio page
- Professional profile
- bssfa.com/team-member/kristopher-moodyreportedbssfa.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.
- Baron Silver Stevens Financial Advisors, LLC independent RIA currentsince Aug 22, 2012 · Boca Raton, Fl
- Firstmerit Advisors, Inc. unclassifiedJan 20, 2010 to Dec 22, 2010 · Akron, Oh
- Firstmerit Advisors, Inc. to Baron Silver Stevens Financial Advisors, LLCleft Dec 22, 2010, registered Aug 22, 2012 (609 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address