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.
E••••• R••••• M•••••
- Title
- Chief Investment Officerreportedmeasuredwealth.netfirm site, Sep 15, 2026
- Business email
- emiller@measuredwealth.netreportedmeasuredwealth.netfirm site, Sep 15, 2026
- Direct business phone
- 603-430-3091reportedmeasuredwealth.netfirm 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.
- M••••••• W••••• P•••••• C••••• G••••• L•• independent RIA currentsince Jun 25, 2021 · Rye, Nh
- F•••• P••••••• W•••••• L•• independent RIAJul 9, 2019 to Oct 12, 2021 · Wellesley, Ma
- P•••••• A•••••• G••••• L•• BD affiliatedJul 29, 2016 to Aug 21, 2018 · Charlottesville, Va
- P••••••••• C•••••• M••••••••• L•• unclassifiedSep 2, 2014 to Jul 24, 2015 · Portsmouth, Nh
- F•••• P••••••• W•••••• L•• to M••••••• W••••• P•••••• C••••• G••••• L••left Oct 12, 2021, registered Jun 25, 2021 (-109 days) · RIA to RIA
- P•••••• A•••••• G••••• L•• to F•••• P••••••• W•••••• L••left Aug 21, 2018, registered Jul 9, 2019 (322 days) · RIA to RIA
- P••••••••• C•••••• M••••••••• L•• to P•••••• A•••••• G••••• L••left Jul 24, 2015, registered Jul 29, 2016 (371 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address