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
Emily Nicole Wiser
Feed of 09/14/2026
Also filed as Emily Wiser
At current firm
1 y
since Apr 2, 2025
In the industry
11 y
since Sep 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Alliancebernstein L.P. other currentsince Apr 2, 2025 · New York, Ny
- Corient independent RIAJan 20, 2023 to Apr 8, 2025 · Miami, Fl
- Portola Partners formerOct 23, 2020 to Mar 31, 2023 · Menlo Park, Ca
Moves
a registration end followed by a registration begin elsewhere
- Corient to Alliancebernstein L.P.left Apr 8, 2025, registered Apr 2, 2025 (-6 days) · Other
- Portola Partners to Corientleft Mar 31, 2023, registered Jan 20, 2023 (-70 days) · RIA to RIA · moved with a team
Signals
- Emily Nicole Wiser left Corient for Alliancebernstein L.P. (registered 2025-04-02)Apr 8, 2025 · Advisor changed firm · fact
- Emily Nicole Wiser left Portola Partners for Corient (registered 2023-01-20)Mar 31, 2023 · 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
- Other adviserderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address