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 Measured Risk Portfolios

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
Andrew M ClaytonMorgan Stanley wirehouseMeasured Risk Portfolios independent RIAWirehouse to independent RIAOct 27, 2025Feb 27, 2026 (123 d)
Garrett MancusoAmeriprise Financial Services, LLC national BDMeasured Risk Portfolios independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2025Jan 30, 2026 (289 d)
Alexander William FleckerMorgan Stanley wirehouseMeasured Risk Portfolios independent RIAWirehouse to independent RIAJan 22, 2018Feb 19, 2025 (2585 d)
Lawrence Douglas KriesmerIndependent Financial Group, LLC otherMeasured Risk Portfolios otherOtherSep 15, 2017Jul 24, 2012
Bernard Aaron SurovskyIndependent Financial Group, LLC otherMeasured Risk Portfolios otherOtherSep 15, 2017Jul 25, 2012
Michael Craig WaldowB. Riley Wealth Advisors, Inc. otherMeasured Risk Portfolios independent RIAOtherAug 13, 2010Mar 19, 2019 (3140 d)
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6 moves match.