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.
Tiffany Lea Soricelli
- Professional profile
- linkedin.com/in/tiffany-soricelli-00706026?lipi=urn%3Ali%3Apage%3Ad_flreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Godfrey Financial Associates, Inc. independent RIA currentsince May 13, 2025 · Burnt Hills, Ny
- Virtuoso Asset Management LLC unclassifiedJul 19, 2021 to Dec 31, 2025 · Burnt Hills, Ny
- Marshall + Sterling Wealth Advisors, Inc. mixed wealthFeb 4, 2020 to Apr 26, 2021 · Poughkeepsie, Ny
- Virtuoso Asset Management LLC to Godfrey Financial Associates, Inc.left Dec 31, 2025, registered May 13, 2025 (-232 days) · Other
- Marshall + Sterling Wealth Advisors, Inc. to Virtuoso Asset Management LLCleft Apr 26, 2021, registered Jul 19, 2021 (84 days) · Other
- Tiffany Lea Soricelli left Virtuoso Asset Management Llc for Godfrey Financial Associates, Inc. (registered 2025-05-13)Dec 31, 2025 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address