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 Manhattan West Asset Management, 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 |
|---|---|---|---|---|---|
| Shawn Kim | Manhattan West Asset Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 5, 2026 | May 21, 2026 (136 d) |
| Orin Alan Winick | Manhattan West Asset Management, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jul 16, 2025 | Sep 5, 2025 (51 d) |
| Tyler Austin Robuck | Manhattan West Asset Management, LLC mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2024 | May 23, 2024 |
| Nicholas James Wolf | Manhattan West Asset Management, LLC mixed wealth | Forefront independent RIA | RIA to RIA | Apr 11, 2024 | Apr 9, 2024 |
| Christopher Wahl | Manhattan West Asset Management, LLC mixed wealth | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 5, 2024 | May 20, 2025 (470 d) |
| Khary Cuffe | Manhattan West Asset Management, LLC mixed wealth | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2023 | Oct 9, 2023 (237 d) |
| Britt Morgan Joyce | Manhattan West Asset Management, LLC no RAUM | Regatta Capital Group, LLC other | Other | Jul 7, 2016 | Nov 14, 2016 (130 d) |
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7 moves match.