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
Michelle Elizabeth Guarino
Feed of 09/15/2026
Also filed as Michelle Elizabeth Moscatelli
At current firm
2 y
since Jun 3, 2024
In the industry
12 y
since Jun 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Focus Partners Wealth, LLC independent RIA currentsince Jun 3, 2024 · North Andover, Ma
- Connectus Wealth formerAug 22, 2023 to Jul 25, 2024 · North Andover, Ma
- Neirg Wealth Management, LLC formerNov 10, 2021 to Aug 31, 2023 · North Andover, Ma
- New England Investment & Retirement Group, Inc. formerMar 30, 2021 to Nov 1, 2021 · North Andover, Ma
Moves
a registration end followed by a registration begin elsewhere
- Connectus Wealth to Focus Partners Wealth, LLCleft Jul 25, 2024, registered Jun 3, 2024 (-52 days) · RIA to RIA
- Neirg Wealth Management, LLC to Connectus Wealthleft Aug 31, 2023, registered Aug 22, 2023 (-9 days) · channel change inside one enterprise, not a move
- New England Investment & Retirement Group, Inc. to Neirg Wealth Management, LLCleft Nov 1, 2021, registered Nov 10, 2021 (9 days) · RIA to a newly registered adviser · moved with a team
Signals
- Michelle Elizabeth Guarino left Connectus Wealth for Focus Partners Wealth, Llc (registered 2024-06-03)Jul 25, 2024 · 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address