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
Ryan Paul Lestrange
Feed of 09/14/2026
At current firm
1 y
since Jan 14, 2025
In the industry
14 y
since Mar 1, 2012 (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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Cibc Private Wealth Advisors, Inc. BD affiliated currentsince Jan 14, 2025 · Chicago, Il
- Sei Investments Management Corp mixed wealthAug 14, 2023 to Oct 22, 2024 · Oaks, Pa
- Orion Portfolio Solutions, LLC BD affiliatedJan 17, 2023 to Jun 5, 2023 · Hinsdale, Il
- Orion Portfolio Solutions, LLC formerJan 26, 2022 to Jan 6, 2023 · Omaha, Ne
- Orion Portfolio Solutions, LLC BD affiliatedOct 16, 2020 to Dec 31, 2021 · Hinsdale, Il
- Brinker Capital Inc formerMay 21, 2013 to Oct 16, 2020 · Berwyn, Pa
Moves
a registration end followed by a registration begin elsewhere
- Sei Investments Management Corp to Cibc Private Wealth Advisors, Inc.left Oct 22, 2024, registered Jan 14, 2025 (84 days) · Other
- Orion Portfolio Solutions, LLC to Sei Investments Management Corpleft Jun 5, 2023, registered Aug 14, 2023 (70 days) · Other
- Orion Portfolio Solutions, LLC to Orion Portfolio Solutions, LLCleft Jan 6, 2023, registered Jan 17, 2023 (11 days) · corporate re-registration, not a move
- Orion Portfolio Solutions, LLC to Orion Portfolio Solutions, LLCleft Dec 31, 2021, registered Jan 26, 2022 (26 days) · corporate re-registration, not a move
- Brinker Capital Inc to Orion Portfolio Solutions, LLCleft Oct 16, 2020, registered Oct 16, 2020 (0 days) · corporate re-registration, not a move
Signals
- Ryan Paul Lestrange left Sei Investments Management Corp for Cibc Private Wealth Advisors, Inc. (registered 2025-01-14)Oct 22, 2024 · Advisor changed firm · fact
- Ryan Paul Lestrange left Orion Portfolio Solutions, Llc for Sei Investments Management Corp (registered 2023-08-14)Jun 5, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address