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
Jacob Sydney Waldman
Feed of 09/14/2026
Also filed as Jake Sydney Waldman
At current firm
1 y
since Jan 13, 2025
In the industry
13 y
since Sep 3, 2013 (earliest exam, job or registration)
Prior registered firms
4
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
- Fortis Capital Advisors, LLC independent RIA currentsince Jan 13, 2025 · Hingham, Ma
- Mcadam LLC independent RIAMar 5, 2020 to Jan 3, 2025 · Hingham, Ma
- Hornor, Townsend & Kent, LLC independent RIASep 2, 2016 to Jan 27, 2020 · Waltham, Ma
- Mcadam LLC independent RIAOct 17, 2014 to Aug 15, 2016 · Jersey City, Nj
- Voya Financial Advisors, Inc. BD affiliatedSep 23, 2013 to Oct 3, 2014 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Mcadam LLC to Fortis Capital Advisors, LLCleft Jan 3, 2025, registered Jan 13, 2025 (10 days) · RIA to RIA
- Hornor, Townsend & Kent, LLC to Mcadam LLCleft Jan 27, 2020, registered Mar 5, 2020 (38 days) · Affiliated broker-dealer or bank to independent RIA
- Mcadam LLC to Hornor, Townsend & Kent, LLCleft Aug 15, 2016, registered Sep 2, 2016 (18 days) · Other
- Voya Financial Advisors, Inc. to Mcadam LLCleft Oct 3, 2014, registered Oct 17, 2014 (14 days) · corporate re-registration, not a move
Signals
- Jacob Sydney Waldman left Mcadam Llc for Fortis Capital Advisors, Llc (registered 2025-01-13)Jan 3, 2025 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address