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 Seidman Private 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
Brittany Serles GabeleinEagle Strategies LLC BD affiliatedSeidman Private Advisors LLC no RAUMOtherOct 3, 2023May 17, 2012
Lance Paul EatonTd Ameritrade Investment Management, LLC otherSeidman Private Advisors LLC no RAUMOtherJan 28, 2009May 6, 2009 (98 d)
Timothy Paul EvansSynovus Securities, Inc. otherSeidman Private Advisors LLC no RAUMOtherJan 2, 2009Feb 10, 2009 (39 d)
Dean Bradley KernusCitigroup Global Markets Inc. otherSeidman Private Advisors LLC no RAUMOtherOct 8, 2007Oct 2, 2007
Charles Merryman PyferPricewaterhousecoopers Investment Advisers LLC no RAUMSeidman Private Advisors LLC no RAUMOtherSep 7, 2006Aug 28, 2006
Cynthia Mary NiesenMorgan Stanley Dw Inc. unclassifiedSeidman Private Advisors LLC no RAUMOtherJun 2, 2006Mar 2, 2010 (1369 d)
Allison Anne LyonsKpmg Investment Advisors unclassifiedSeidman Private Advisors LLC no RAUMOtherDec 21, 2005Jul 27, 2005
Shane John PayetteOsaic Fa, Inc. otherSeidman Private Advisors LLC no RAUMOtherNov 25, 2005Dec 21, 2005
Tal DiekvossEagle Strategies LLC otherSeidman Private Advisors LLC no RAUMOtherSep 22, 2005Sep 20, 2005
Derrek John KlimekDeloitte Investment Advisors LLC unclassifiedSeidman Private Advisors LLC no RAUMOtherDec 31, 2004Oct 24, 2005 (297 d)
Sara Stolberg BerkowiczFr&R Financial Services, L.L.C. unclassifiedSeidman Private Advisors LLC no RAUMOtherNov 14, 2003Oct 2, 2007 (1418 d)
Neil Edwin LarsonEdwin Lane Financial Services, LLC unclassifiedSeidman Private Advisors LLC no RAUMOtherMar 12, 2003May 23, 2005 (803 d)
Page 1 of 1
12 moves match.