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

Arrivals at Manning & Napier Advisory Advantage Company, 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
Christopher Charles PorpigliaManning & Napier Advisors, LLC mixed wealthManning & Napier Advisory Advantage Company, LLC otherOtherJun 2, 2022Mar 8, 2013
Joshua William PryorManning & Napier Advisors, LLC mixed wealthManning & Napier Advisory Advantage Company, LLC otherOtherMay 10, 2022Apr 17, 2013
Antony John DesorboManning & Napier Advisors, LLC mixed wealthManning & Napier Advisory Advantage Company, LLC otherOtherOct 11, 2019Jul 1, 2002
Michael Thomas ValentiManning & Napier Advisors, LLC mixed wealthManning & Napier Advisory Advantage Company, LLC otherOtherAug 20, 2019Sep 15, 2009
Kevin Joseph KaleManning & Napier Advisors, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherMar 15, 2018Jan 27, 2006
Kelly A ReeyManning & Napier Advisors, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherMar 20, 2013Sep 16, 2011
Adam Wescott GravesManning & Napier Advisors, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherMay 13, 2011Jan 21, 2011
James William HakewillHowe And Rusling, Inc. otherManning & Napier Advisory Advantage Company, LLC otherOtherJun 22, 2010Aug 27, 2010 (66 d)
Frank Edward LesczinskiAllspring Funds Management, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherJun 3, 2010Aug 27, 2010 (85 d)
Michael James PurcellBrandywine Global Investment Management, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherApr 30, 2010May 21, 2010
Scott Brandon DooleyAdvisors Asset Management, Inc. otherManning & Napier Advisory Advantage Company, LLC otherOtherFeb 6, 2007Mar 1, 2007
David Michael SuchlandJ.P. Morgan Asset Management unclassifiedManning & Napier Advisory Advantage Company, LLC otherOtherSep 27, 2005Sep 22, 2005
Anthony M StrittholtManning & Napier Advisors, LLC otherManning & Napier Advisory Advantage Company, LLC otherOtherJan 19, 2005Jul 25, 2002
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13 moves match.