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.
Joseph Tyndale Neff
- Business email
- jneff@measuredwealth.netreportedmeasuredwealth.netfirm 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.
- Measured Wealth Private Client Group, LLC independent RIA currentsince Nov 12, 2025 · Rye, Nh
- Mai Capital Management, LLC independent RIAApr 19, 2024 to Aug 4, 2025 · Cleveland, Oh
- The Wealth Consulting Group independent RIAAug 31, 2022 to Apr 16, 2024 · New Castle, Pa
- Newedge Advisors BD affiliatedNov 1, 2021 to Aug 10, 2022 · Exeter, Nh
- Mid Atlantic Financial Management, Inc. formerSep 25, 2019 to Nov 1, 2021 · Hampton, Nh
- Newday Solutions, LLC formerMar 2, 2019 to Oct 1, 2020 · Hampton, Nh
- Mai Capital Management, LLC to Measured Wealth Private Client Group, LLCleft Aug 4, 2025, registered Nov 12, 2025 (100 days) · RIA to RIA
- The Wealth Consulting Group to Mai Capital Management, LLCleft Apr 16, 2024, registered Apr 19, 2024 (3 days) · RIA to RIA
- Newedge Advisors to The Wealth Consulting Groupleft Aug 10, 2022, registered Aug 31, 2022 (21 days) · Affiliated broker-dealer or bank to independent RIA
- Mid Atlantic Financial Management, Inc. to Newedge Advisorsleft Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
- Newday Solutions, LLC to Mid Atlantic Financial Management, Inc.left Oct 1, 2020, registered Sep 25, 2019 (-372 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Joseph Tyndale Neff left Mai Capital Management, Llc for Measured Wealth Private Client Group, Llc (registered 2025-11-12)Aug 4, 2025 · Advisor changed firm · fact
- Joseph Tyndale Neff left The Wealth Consulting Group for Mai Capital Management, Llc (registered 2024-04-19)Apr 16, 2024 · Advisor changed firm · fact
- Joseph Tyndale Neff left Newedge Advisors for The Wealth Consulting Group (registered 2022-08-31)Aug 10, 2022 · 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