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.
Advisor moves
Departures from Cohen & Steers Capital Management Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brandon Berletti | Cohen & Steers Capital Management Inc. asset manager | J.P. Morgan Securities LLC wirehouse | Other | Apr 28, 2025 | May 6, 2025 |
| Nicole Dimassa | Cohen & Steers Capital Management Inc. asset manager | Stifel, Nicolaus & Company, Incorporated national BD | Other | Jun 6, 2023 | Jun 28, 2023 |
| Robert Kenneth Kuberski | Cohen & Steers Capital Management Inc. asset manager | MML Investors Services, LLC BD affiliated | Other | Aug 1, 2022 | Jul 17, 2024 (716 d) |
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3 moves match.