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••••• R••••••••
- Title
- Financial Advisorreportedwalserwealth.comfirm site, Sep 15, 2026
- Professional profile
- walserwealth.com/team/andrew-rodriguezreportedwalserwealth.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.
- W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C•••••• independent RIA currentsince Mar 20, 2026 · Tampa, Fl
- S•••••••• A••••••• L•• national BDMar 31, 2025 to Mar 17, 2026 · Sarasota, Fl
- F••••••• P••••••• A•• W•••••••• A••••••• formerFeb 10, 2022 to Mar 31, 2025 · Sarasota, Fl
- M••••• S•••••• wirehouseNov 20, 2018 to Mar 10, 2020 · Tampa, Fl
- S•••••••• A••••••• L•• to W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••left Mar 17, 2026, registered Mar 20, 2026 (3 days) · Affiliated broker-dealer or bank to independent RIA
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- M••••• S•••••• to F••••••• P••••••• A•• W•••••••• A•••••••left Mar 10, 2020, registered Feb 10, 2022 (702 days) · Wirehouse to affiliated broker-dealer or bank
- A••••• R•••••••• left S•••••••• A••••••• L•• for W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C•••••• (registered 2026-03-20)Mar 17, 2026 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address