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 Astoria Portfolio 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mary Mcdirmid | Sound Income Strategies, LLC independent RIA | Astoria Portfolio Advisors LLC other | Other | Sep 8, 2026 | Sep 9, 2026 |
| Peter Hoffman | Trust Advisory Group Ltd independent RIA | Astoria Portfolio Advisors LLC independent RIA | RIA to RIA | Apr 23, 2025 | May 19, 2025 |
| Zachary Thomas Krause | Fidelity Personal And Workplace Advisors BD affiliated | Astoria Portfolio Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 12, 2024 | Mar 17, 2026 (460 d) |
| George Robert Gagliardi | Trust Advisory Group Ltd independent RIA | Astoria Portfolio Advisors LLC independent RIA | RIA to RIA | Oct 3, 2024 | Oct 17, 2024 |
| Bruce Lavine | Lvh, LLC unclassified | Astoria Portfolio Advisors LLC independent RIA | Other | Jun 30, 2017 | May 28, 2025 (2889 d) |
| Gregory Adam Sanderson | Braymen, Lambert And Noel Securities, Ltd. unclassified | Astoria Portfolio Advisors LLC independent RIA | Other | May 21, 2015 | May 30, 2021 (2201 d) |
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6 moves match.