DFX Intelligence

RIA Intelligence

Advisors

Advisors registered through Rise Private Wealth Management

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Ben Tobeler
dual registrant
Rise Private Wealth Management formerBedford, NhJun 17, 202411 y01
Grant Michael Torres
dual registrant
Rise Private Wealth Management formerIrvine, Ca Sep 21, 202210 y02
Donald Edward Torres
Chartered Financial Consultant · dual registrant
Rise Private Wealth Management formerBedford, Nh Dec 15, 199735 y02
N••••••• C••••••••• T••••••••
Chartered Financial Analyst · dual registrant
R••• P•••••• W••••• M••••••••• formerGuilford, Ct Oct 16, 202315 y03
M•••••• E•••••••• W•••••••
dual registrant
R••• P•••••• W••••• M••••••••• formerBedford, Nh Jul 22, 202112 y11
D•••• L•••• Y••••
dual registrant
R••• P•••••• W••••• M••••••••• formerRosemount, Mn Nov 1, 201818 y03
L••• S•••••••• Y••••
dual registrant
R••• P•••••• W••••• M••••••••• formerRosemount, Mn Sep 6, 202211 y12

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

Page 2 of 2Previous
57 advisors match.