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 Fifth Avenue Family Office
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 |
|---|---|---|---|---|---|
| Danielle Russo-Slugh | Truist Advisory Services, Inc. BD affiliated | Fifth Avenue Family Office independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2023 | Jun 30, 2023 (46 d) |
| Travis John Lazaroff | UBS Financial Services Inc. wirehouse | Fifth Avenue Family Office independent RIA | Wirehouse to independent RIA | May 10, 2023 | Jun 19, 2023 (40 d) |
| Kyle Jason Shoemaker | Fidelity Personal And Workplace Advisors BD affiliated | Fifth Avenue Family Office independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2019 | Nov 8, 2019 |
| Gary Benjamin Price | Capital Wealth Advisors other | Fifth Avenue Family Office independent RIA | Other | Dec 31, 2010 | Jun 29, 2021 (3833 d) |
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4 moves match.