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.
S•••• C••••••••• G•••••
- Title
- Senior Wealth Advisorreportednavalign.comfirm site, Sep 15, 2026
- Designations
- CFP, AIFreportednavalign.comas printed on the bio page, Sep 16, 2026
- Professional profile
- navalign.com/who-we-are/scott-gaynorreportednavalign.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.
- N•••••••• L•• independent RIA currentsince Jul 14, 2023 · Encino, Ca
- K•• W••••• A••••••• formerFeb 16, 2018 to Jul 17, 2023 · Los Angeles, Ca
- S••• BD affiliatedJul 22, 2015 to Feb 23, 2018 · Los Angeles, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 6, 2012 to Jun 15, 2015 · Beverly Hills, Ca
- K•• W••••• A••••••• to N•••••••• L••left Jul 17, 2023, registered Jul 14, 2023 (-3 days) · RIA to RIA
- S••• to K•• W••••• A•••••••left Feb 23, 2018, registered Feb 16, 2018 (-7 days) · RIA to RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••left Jun 15, 2015, registered Jul 22, 2015 (37 days) · Other
- S•••• C••••••••• G••••• left K•• W••••• A••••••• for N•••••••• L•• (registered 2023-07-14)Jul 17, 2023 · Advisor changed firm · fact
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address