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.
Aryeh Moses Mentzel
- Professional profile
- linkedin.com/in/ari-mentzelreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Mariner Independent independent RIA currentsince May 15, 2023 · Rochelle Park, Nj
- Gladstone Wealth Partners BD affiliatedJan 5, 2022 to May 15, 2023 · Chester, Nj
- Gladstone Wealth Partners to Mariner Independentleft May 15, 2023, registered May 15, 2023 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Aryeh Moses Mentzel left Gladstone Wealth Partners for Mariner Independent (registered 2023-05-15)May 15, 2023 · 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address