DFX Intelligence

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.

Registered advisor

Miles Brandon Amodeo

Cerity Partners LLCindependent RIANew York, Ny IA-onlyIAPD 6846796

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Miles Brandon Amadeo

At current firm

1 y

since Aug 18, 2025

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cerity Partners LLC independent RIA current
since Aug 18, 2025 · Redwood City, Ca
Focus Partners Wealth, LLC independent RIA
Jul 7, 2025 to Jul 8, 2025 · Menlo Park, Ca
Bordeaux Wealth Advisors former
Mar 25, 2022 to Oct 3, 2025 · Menlo Park, Ca
Hayashi & Wayland Investment Services, LLC unclassified
Nov 7, 2017 to Mar 30, 2022 · Carmel, Ca

Moves

a registration end followed by a registration begin elsewhere

Bordeaux Wealth Advisors to Focus Partners Wealth, LLC
left Oct 3, 2025, registered Jul 7, 2025 (-88 days) · channel change inside one enterprise, not a move · moved with a team
Focus Partners Wealth, LLC to Cerity Partners LLC
left Jul 8, 2025, registered Aug 18, 2025 (41 days) · RIA to RIA
Hayashi & Wayland Investment Services, LLC to Bordeaux Wealth Advisors
left Mar 30, 2022, registered Mar 25, 2022 (-5 days) · Other

Signals

Miles Brandon Amodeo left Focus Partners Wealth, Llc for Cerity Partners Llc (registered 2025-08-18)
Jul 8, 2025 · Advisor changed firm · fact
Miles Brandon Amodeo left Hayashi & Wayland Investment Services, Llc for Bordeaux Wealth Advisors (registered 2022-03-25)
Mar 30, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

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