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
Martin Alexander Troiani
Feed of 09/14/2026
Also filed as Marty Troiani
At current firm
0 y
since Dec 4, 2025
In the industry
16 y
since Jun 4, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Prosperity Financial Group, Inc. independent RIA currentsince Dec 4, 2025 · San Ramon, Ca
- Prosperity Financial Group, Inc. formerDec 15, 2023 to Dec 24, 2025 · San Ramon, Ca
- Cetera Investment Advisers LLC BD affiliatedNov 12, 2020 to Dec 15, 2023 · Walnut Creek, Ca
- First Allied Advisory Services, Inc. formerMay 9, 2017 to Nov 12, 2020 · Walnut Creek, Ca
- Wells Fargo Advisors wirehouseNov 12, 2013 to May 16, 2017 · San Ramon, Ca
- Edward Jones national BDJun 7, 2010 to Nov 11, 2013 · San Ramon, Ca
Moves
a registration end followed by a registration begin elsewhere
- Prosperity Financial Group, Inc. to Prosperity Financial Group, Inc.left Dec 24, 2025, registered Dec 4, 2025 (-20 days) · channel change inside one enterprise, not a move · moved with a team
- Cetera Investment Advisers LLC to Prosperity Financial Group, Inc.left Dec 15, 2023, registered Dec 15, 2023 (0 days) · Affiliated broker-dealer or bank to independent RIA
- First Allied Advisory Services, Inc. to Cetera Investment Advisers LLCleft Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to First Allied Advisory Services, Inc.left May 16, 2017, registered May 9, 2017 (-7 days) · Other
- Edward Jones to Wells Fargo Advisorsleft Nov 11, 2013, registered Nov 12, 2013 (1 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Martin Alexander Troiani left Cetera Investment Advisers Llc for Prosperity Financial Group, Inc. (registered 2023-12-15)Dec 15, 2023 · 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address