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•••••• G••••••••
- Title
- Financial Advisorreportedstonebridgefg.comfirm site, Sep 15, 2026
- Professional profile
- stonebridgefg.com/team-member/lindsay-griesemerreportedstonebridgefg.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.
- S••••••••• F•••••••• G••••• L•• independent RIA currentsince Jan 2, 2024 · Wormleysburg, Pa
- O•••• A••••••• S•••••••• L•• BD affiliatedSep 11, 2023 to Dec 31, 2023 · Wormleysburg, Pa
- N••••••••• M••••• I••••••••• S••••••••• no RAUMJan 5, 2021 to Sep 14, 2023 · Camp Hill, Pa
- L•• F•••••••• L•• BD affiliatedDec 18, 2019 to Nov 23, 2020 · Mechanicsburg, Pa
- O•••• A••••••• S•••••••• L•• to S••••••••• F•••••••• G••••• L••left Dec 31, 2023, registered Jan 2, 2024 (2 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- N••••••••• M••••• I••••••••• S••••••••• to O•••• A••••••• S•••••••• L••left Sep 14, 2023, registered Sep 11, 2023 (-3 days) · Other
- L•• F•••••••• L•• to N••••••••• M••••• I••••••••• S•••••••••left Nov 23, 2020, registered Jan 5, 2021 (43 days) · Other
- L•••••• G•••••••• left O•••• A••••••• S•••••••• L•• for S••••••••• F•••••••• G••••• L•• (registered 2024-01-02)Dec 31, 2023 · Advisor changed firm · fact
- L•••••• G•••••••• left N••••••••• M••••• I••••••••• S••••••••• for O•••• A••••••• S•••••••• L•• (registered 2023-09-11)Sep 14, 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address