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.
L•••••• J••• C•••••••
- Designations
- CRPCreportedproteawealthmanagement.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 30reportedproteawealthmanagement.com“With a Bachelor of Commerce degree from the University of Newcastle in Australia, more than 30 years of experience in corporate finance, and the Chartered Retirement Planning Counselor™ (CRPC®) designation, Larissa brings both technical exp”
- Professional profile
- proteawealthmanagement.com/larissa-costelloreportedproteawealthmanagement.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.
- E•••• F•••••••• G••••• L•• independent RIA currentsince Jul 3, 2026 · Chester, Md
- A•••• I••••••••• G•••• independent RIASep 12, 2023 to Jul 3, 2026 · Wayne, Pa
- R••••• I••••••••• A•••••••• I•• BD affiliatedApr 17, 2020 to Sep 12, 2023 · Wilmington, De
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedDec 11, 2018 to Mar 24, 2020 · Chestertown, Md
- A•••• I••••••••• G•••• to E•••• F•••••••• G••••• L••left Jul 3, 2026, registered Jul 3, 2026 (0 days) · RIA to RIA
- R••••• I••••••••• A•••••••• I•• to A•••• I••••••••• G••••left Sep 12, 2023, registered Sep 12, 2023 (0 days) · Affiliated broker-dealer or bank to independent RIA
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to R••••• I••••••••• A•••••••• I••left Mar 24, 2020, registered Apr 17, 2020 (24 days) · Affiliated broker-dealer or bank to another
- L•••••• J••• C••••••• left A•••• I••••••••• G•••• for E•••• F•••••••• G••••• L•• (registered 2026-07-03)Jul 3, 2026 · Advisor changed firm · fact
- L•••••• J••• C••••••• left R••••• I••••••••• A•••••••• I•• for A•••• I••••••••• G•••• (registered 2023-09-12)Sep 12, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address