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 Masterworks Advisers, 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
Evan Cristofer McmannMasterworks Advisers, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJun 29, 2026Aug 13, 2026 (45 d)
Robert Fredricks EpesMasterworks Advisers, LLC otherRetirable independent RIAOtherSep 23, 2024Jan 27, 2026 (491 d)
Alec Michael MckennaMasterworks Advisers, LLC otherGables Capital Management, Inc. mixed wealthOtherSep 23, 2024Jan 14, 2025 (113 d)
Dennis Oleg AbramovMasterworks Advisers, LLC otherFisher Investments independent RIAOtherSep 23, 2024Oct 21, 2024
Serge AkopyanMasterworks Advisers, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherSep 11, 2024Oct 7, 2024
Chad Justin MinickMasterworks Advisers, LLC otherWells Fargo Advisors wirehouseOtherSep 10, 2024Aug 19, 2025 (343 d)
Alexander Earl KayeMasterworks Advisers, LLC otherUBS Financial Services Inc. wirehouseOtherJul 26, 2024Oct 10, 2024 (76 d)
Joseph Michael ScuttsMasterworks Advisers, LLC otherEdward Jones national BDOtherJun 11, 2024May 10, 2024
Andrei Emanuel PetreMasterworks Advisers, LLC asset managerOrion Portfolio Solutions, LLC BD affiliatedOtherMar 21, 2024Oct 23, 2024 (216 d)
Sanchit SharmaMasterworks Advisers, LLC asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherFeb 28, 2024Oct 1, 2024 (216 d)
Austin TannerMasterworks Advisers, LLC asset managerJ.P. Morgan Securities LLC wirehouseOtherFeb 28, 2024Apr 15, 2024 (47 d)
Matthew Eric StockburgerMasterworks Advisers, LLC asset managerQ3 Advisors, LLC no RAUMOtherDec 1, 2023Apr 10, 2024 (131 d)
Griffin W MorganMasterworks Advisers, LLC asset managerLido independent RIAOtherDec 1, 2023May 14, 2024 (165 d)
Hunter Christian AgerMasterworks Advisers, LLC asset managerGoldman Sachs Wealth Services, L.P. BD affiliatedOtherAug 4, 2023Aug 22, 2023
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14 moves match.