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 Seaview Investment Managers 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.

AdvisorFromToTypeLeftRegistered
Ian Lucas EvansSeaview Investment Managers LLC asset managerCv Advisors LLC independent RIAOtherJun 2, 2026Aug 28, 2026 (87 d)
Lorenzo Matias GuzmanSeaview Investment Managers LLC asset managerInsigneo Advisory Services, LLC mixed wealthOtherNov 5, 2025Jun 17, 2026 (224 d)
Luis M FernandezSeaview Investment Managers LLC asset managerVectorglobal Iag, Inc. independent RIAOtherMar 23, 2023Mar 10, 2022
Michael Joseph CanteroSeaview Investment Managers LLC asset managerKaufman Rossin Wealth, LLC independent RIAOtherMar 2, 2023Jul 21, 2023 (141 d)
Oscar Miguel MejiaSeaview Investment Managers LLC asset managerIndependent Financial Partners BD affiliatedOtherMay 17, 2022May 19, 2022
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5 moves match.