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 New England Private Wealth Advisors, LLC
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 |
|---|---|---|---|---|---|
| Danielle Elandra Barbato | New England Private Wealth Advisors, LLC independent RIA | Milestone Asset Management Group, LLC independent RIA | RIA to RIA | Aug 5, 2024 | Sep 4, 2024 |
| Jennifer Kleimon Votano | New England Private Wealth Advisors, LLC independent RIA | Citizens Private Wealth independent RIA | RIA to RIA | Oct 22, 2021 | Nov 22, 2021 (31 d) |
| Amy Lorenzo Alpert | New England Private Wealth Advisors, LLC other | Ameriprise Financial Services, LLC national BD | Other | Mar 30, 2017 | Jun 29, 2020 (1187 d) |
| Arik Paul Schechet | New England Private Wealth Advisors, LLC other | Wellesley Asset Management, Inc. other | Other | Feb 10, 2014 | Mar 4, 2014 |
| Thomas Christopher Vautin | New England Private Wealth Advisors, LLC other | Cabot Wealth Management other | Other | Jan 31, 2011 | Jan 27, 2011 |
| Rachel Meri Zibrak | New England Private Wealth Advisors, LLC other | Rinet Company, LLC other | Other | Jul 7, 2009 | Feb 19, 2010 (227 d) |
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6 moves match.