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 New Age Alpha
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 |
|---|---|---|---|---|---|
| John Vincent Coyle | Park Avenue Securities LLC BD affiliated | New Age Alpha asset manager | Other | Jan 15, 2025 | Mar 13, 2025 (57 d) |
| Robert Raymond Roberti | Wells Fargo Advisors wirehouse | New Age Alpha asset manager | Other | Sep 19, 2024 | Sep 25, 2025 (371 d) |
| Brian Todd Sanders | Charles Schwab & Co., Inc. national BD | New Age Alpha asset manager | Other | Sep 13, 2024 | May 21, 2025 (250 d) |
| Matthew John Stevens | Belle Haven Investments, L.P. independent RIA | New Age Alpha asset manager | Other | Feb 10, 2021 | Jun 20, 2021 (130 d) |
| Gregory Edward Brushett | Raymond James & Associates, Inc. national BD | New Age Alpha independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 4, 2019 | Jul 10, 2020 (310 d) |
| Jennifer Murphy | Janney Montgomery Scott LLC other | New Age Alpha independent RIA | Other | Jan 22, 2014 | Oct 28, 2020 (2471 d) |
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6 moves match.