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
Sarah Ruth Mcnutt
Feed of 09/14/2026
Also filed as Sarah Ruth Davis
At current firm
0 y
since Jan 6, 2026
In the industry
12 y
since Jan 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
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
- Cerity Partners LLC independent RIA currentsince Jan 6, 2026 · New York, Ny
- Austin Private Wealth, LLC formerJul 18, 2019 to Feb 18, 2026 · Austin, Tx
- Ameriprise Financial Services, LLC national BDSep 19, 2017 to Jul 18, 2019 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Austin Private Wealth, LLC to Cerity Partners LLCleft Feb 18, 2026, registered Jan 6, 2026 (-43 days) · Other · moved with a team
- Ameriprise Financial Services, LLC to Austin Private Wealth, LLCleft Jul 18, 2019, registered Jul 18, 2019 (0 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Signals
- Sarah Ruth Mcnutt left Austin Private Wealth, Llc for Cerity Partners Llc (registered 2026-01-06)Feb 18, 2026 · 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address