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 Zevin Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Catherine Vanessa Faddis | Emerge Capital Management asset manager | Zevin Asset Management, LLC independent RIA | Other | Apr 10, 2024 | Jul 20, 2023 |
| Christopher Robbi Harris | Advice And Planning Services BD affiliated | Zevin Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 27, 2022 | Jun 16, 2022 |
| Gregory Lambros Peterson | Ballentine Partners other | Zevin Asset Management, LLC other | Other | Jul 17, 2015 | Oct 19, 2015 (94 d) |
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3 moves match.