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 First Manhattan Co
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 |
|---|---|---|---|---|---|
| Steven Trustey | Neuberger Berman Bd LLC no RAUM | First Manhattan Co independent RIA | Other | Aug 22, 2022 | Sep 2, 2022 |
| Emma Keidy Mcgraw | Douglas C. Lane & Associates independent RIA | First Manhattan Co independent RIA | RIA to RIA | Jul 20, 2022 | Sep 29, 2022 (71 d) |
| Justin Michael Neuwirt | People'S United Advisors, Inc. mixed wealth | First Manhattan Co independent RIA | RIA to RIA | Apr 8, 2021 | Apr 9, 2021 |
Page 1 of 1
3 moves match.