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 Fiera Capital 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 |
|---|---|---|---|---|---|
| Monte Troy Dop | Fiera Capital Inc. mixed wealth | Invesco Advisers, Inc. asset manager | Other | Mar 10, 2025 | Mar 19, 2025 |
| Alberto Favalli-Ragusini | Fiera Capital Inc. mixed wealth | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Jun 18, 2024 | Jun 27, 2024 |
| Karen Fernandes | Fiera Capital Inc. mixed wealth | Invesco Advisers, Inc. asset manager | Other | Apr 18, 2024 | May 3, 2024 |
| Delal Ali | Fiera Capital Inc. mixed wealth | Blackrock Investment Management, LLC other | Other | Jun 9, 2023 | Jun 27, 2023 |
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4 moves match.