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.
Nathaniel Thomas Blanco
- Title
- Director of Retirement Plan Servicesreportedcypress.capitalfirm site, Sep 16, 2026
- Designations
- CPFAreportedcypress.capitalas printed on the bio page, Sep 16, 2026
- Business email
- nblanco@mycycap.comreportedcypress.capitalfirm site, Sep 16, 2026
- Professional profile
- cypress.capital/team/nate-blancoreportedcypress.capitalfirm site, Sep 16, 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.
- Cypress Capital independent RIA currentsince Jun 2, 2025 · Tallahassee, Fl
- Independent Advisor Alliance, LLC independent RIASep 17, 2024 to May 23, 2025 · Tallahassee, Fl
- Independent Advisor Alliance, LLC to Cypress Capitalleft May 23, 2025, registered Jun 2, 2025 (10 days) · Other · moved with a team
- Nathaniel Thomas Blanco left Independent Advisor Alliance, Llc for Cypress Capital (registered 2025-06-02)May 23, 2025 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address