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.
Michael Thomas Hymes
- Title
- Executive Vice President & Managing Directorreportedbeatriceadvisors.comfirm site, Sep 15, 2026
- Professional profile
- beatriceadvisors.com/team/michael-hymesreportedbeatriceadvisors.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/michael-hymes-cfp%C2%AE-cpwa%C2%AE-6b6a9825reportedbeatriceadvisors.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.
- Beatrice Advisors LP independent RIA currentsince Jan 5, 2025 · New York, Ny
- Shufro, Rose & Co., LLC independent RIAMar 25, 2020 to Jan 16, 2024 · New York, Ny
- Plante Moran Financial Advisors independent RIAMay 4, 2015 to Nov 14, 2019 · Ann Arbor, Mi
- Shufro, Rose & Co., LLC to Beatrice Advisors LPleft Jan 16, 2024, registered Jan 5, 2025 (355 days) · RIA to RIA
- Plante Moran Financial Advisors to Shufro, Rose & Co., LLCleft Nov 14, 2019, registered Mar 25, 2020 (132 days) · RIA to RIA
- Michael Thomas Hymes left Shufro, Rose & Co., Llc for Beatrice Advisors Lp (registered 2025-01-05)Jan 16, 2024 · 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