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.
A•••••• A• V•••••
- Title
- Investment Advisor Representativereportedpinevalleyinvestments.comfirm site, Sep 15, 2026
- Professional profile
- PINEVALLEYINVESTMENTS.COM/bios/anthony-vasilereportedpinevalleyinvestments.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.
- P••• V••••• I••••••••• independent RIA currentsince Jun 8, 2021 · Marlton, Nj
- G••••• A••••••• S•••••••• L•• independent RIASep 18, 2019 to Jun 1, 2020 · King Of Prussia, Pa
- M••••• S•••••• wirehouseJul 7, 2017 to Jul 23, 2019 · Philadelphia, Pa
- G••••• A••••••• S•••••••• L•• to P••• V••••• I•••••••••left Jun 1, 2020, registered Jun 8, 2021 (372 days) · RIA to RIA
- M••••• S•••••• to G••••• A••••••• S•••••••• L••left Jul 23, 2019, registered Sep 18, 2019 (57 days) · Wirehouse to independent RIA
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address