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.
Emily Kathryn Barbe
- Designations
- CFPreporteddomainmoney.comas printed on the bio page, Sep 16, 2026
- Professional profile
- domainmoney.com/advisors/emily-barbereporteddomainmoney.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.
- Domain Money Advisors, LLC independent RIA currentsince Apr 20, 2025 · New York, Ny
- Faav state registered currentsince Apr 8, 2024 · Miami, Fl
- UBS Financial Services Inc. wirehouseOct 21, 2021 to Feb 9, 2023 · Coral Gables, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 27, 2012 to Oct 22, 2021 · New York, Ny
- UBS Financial Services Inc. to Faavleft Feb 9, 2023, registered Apr 8, 2024 (424 days) · Wirehouse to a state-registered adviser
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left Oct 22, 2021, registered Oct 21, 2021 (-1 days) · Wirehouse to wirehouse
- Emily Kathryn Barbe left Ubs Financial Services Inc. for Faav (registered 2024-04-08)Feb 9, 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