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.
P•••• D•••••
- Title
- Senior Private Wealth Advisorreportedpalumbowm.comfirm site, Sep 15, 2026
- Business email
- peter.dizdar@palumbowm.comreportedpalumbowm.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.
- P•••••• W••••• M••••••••• L•• independent RIA currentsince Mar 9, 2021 · Great Neck, Ny
- E•• F•••••••• A••••••• independent RIAFeb 14, 2019 to Feb 23, 2021 · White Plains, Ny
- E•••••••• A•••••••• L•• national BDMar 10, 2017 to Jan 23, 2019 · New York, Ny
- I••••• F•••••••• C••••••••• formerOct 13, 2015 to Dec 7, 2016 · Appleton, Wi
- E•••••••• A•••••••• L•• national BDMar 7, 2012 to Jan 12, 2015 · New York, Ny
- E•• F•••••••• A••••••• to P•••••• W••••• M••••••••• L••left Feb 23, 2021, registered Mar 9, 2021 (14 days) · Affiliated broker-dealer or bank to independent RIA
- E•••••••• A•••••••• L•• to E•• F•••••••• A•••••••left Jan 23, 2019, registered Feb 14, 2019 (22 days) · Affiliated broker-dealer or bank to another
- I••••• F•••••••• C••••••••• to E•••••••• A•••••••• L••left Dec 7, 2016, registered Mar 10, 2017 (93 days) · Other
- E•••••••• A•••••••• L•• to I••••• F•••••••• C•••••••••left Jan 12, 2015, registered Oct 13, 2015 (274 days) · Other
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