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 Grey Ledge Advisors, 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
Michael Otis SchulitzRmc Investment Advisors independent RIAGrey Ledge Advisors, LLC independent RIARIA to RIAOct 31, 2025Dec 1, 2025 (31 d)
Scott John AlbraccioCtma Wealth Management independent RIAGrey Ledge Advisors, LLC independent RIARIA to RIAJan 14, 2021Jan 6, 2021
John Robert BurzenskiCtma Wealth Management independent RIAGrey Ledge Advisors, LLC independent RIARIA to RIAJan 14, 2021Jun 4, 2021 (141 d)
Anthony Fred MorgilloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGrey Ledge Advisors, LLC independent RIAWirehouse to independent RIAJun 17, 2020Aug 7, 2020 (51 d)
Charles Edward ReagleDiastole Wealth Management independent RIAGrey Ledge Advisors, LLC independent RIARIA to RIANov 19, 2019Nov 26, 2019
Connor Francis DolanOsaic Institutions, Inc. otherGrey Ledge Advisors, LLC otherOtherMay 23, 2016Nov 17, 2016 (178 d)
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6 moves match.