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
Brandon M Anderson
Feed of 09/14/2026
At current firm
1 y
since Jul 2, 2025
In the industry
19 y
since Feb 1, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Lazard Asset Management LLC other currentsince Jul 2, 2025 · New York, Ny
- Algorithmic Investment Models otherJan 30, 2020 to Jul 7, 2025 · Boston, Ma
- Beaumont Financial Partners LLC formerApr 4, 2017 to Dec 31, 2019 · Needham, Ma
- Amundi Pioneer Institutional Asset Management, Inc. formerFeb 15, 2011 to Jan 3, 2017 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Algorithmic Investment Models to Lazard Asset Management LLCleft Jul 7, 2025, registered Jul 2, 2025 (-5 days) · Other
- Beaumont Financial Partners LLC to Algorithmic Investment Modelsleft Dec 31, 2019, registered Jan 30, 2020 (30 days) · Other · moved with a team
- Amundi Pioneer Institutional Asset Management, Inc. to Beaumont Financial Partners LLCleft Jan 3, 2017, registered Apr 4, 2017 (91 days) · Other
Signals
- Brandon M Anderson left Algorithmic Investment Models for Lazard Asset Management Llc (registered 2025-07-02)Jul 7, 2025 · 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
- Other adviserderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address