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 Fiera Capital Inc.
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 |
|---|---|---|---|---|---|
| Shaun Stephen Johnson | Pacific Investment Management Company LLC asset manager | Fiera Capital Inc. mixed wealth | Other | Oct 20, 2023 | Nov 6, 2023 |
| Mark David Toomey | Endeavour Investment Partners, LLC state registered | Fiera Capital Inc. mixed wealth | Other | Feb 13, 2023 | Feb 27, 2024 (379 d) |
| Eric Lazarus Stroiman | Pacific Investment Management Company LLC asset manager | Fiera Capital Inc. mixed wealth | Other | Oct 25, 2022 | Apr 11, 2023 (168 d) |
| Alberto Favalli-Ragusini | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fiera Capital Inc. mixed wealth | Wirehouse to independent RIA | Jan 2, 2022 | Mar 8, 2022 (65 d) |
| Carolyn Nannini Dolan | Samson Capital Advisors LLC other | Fiera Capital Inc. mixed wealth | Other | Nov 9, 2015 | Aug 26, 2021 (2117 d) |
| Karen Fernandes | Windham Capital Management, LLC other | Fiera Capital Inc. mixed wealth | Other | Sep 16, 2015 | Jul 26, 2022 (2505 d) |
| Monte Troy Dop | Thornburg Investment Management Inc other | Fiera Capital Inc. mixed wealth | Other | Feb 11, 2013 | Aug 16, 2022 (3473 d) |
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7 moves match.