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 Feldstein, Steven Dba Steven Feldstein & Associates
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 |
|---|---|---|---|---|---|
| Tara L Jakubik | Gitterman Wealth Management, LLC other | Feldstein, Steven Dba Steven Feldstein & Associates other | Other | Sep 26, 2012 | Jan 21, 2013 (117 d) |
| Keith M Chasen | World Advisory Services other | Feldstein, Steven Dba Steven Feldstein & Associates other | Other | Dec 21, 2010 | Jan 26, 2012 (401 d) |
| Catherine Angela Maniscalco Avery | Merrill Lynch Investment Managers LP unclassified | Feldstein, Steven Dba Steven Feldstein & Associates other | Other | Feb 13, 2006 | Aug 16, 2007 (549 d) |
| Sean Riley Eldred | Equitable Advisors, LLC national BD | Feldstein, Steven Dba Steven Feldstein & Associates other | Other | May 12, 2003 | Jan 23, 2004 (256 d) |
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4 moves match.