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 Aire 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 |
|---|---|---|---|---|---|
| Neil Tobias Unger | Alliance Advisory & Securities, LLC independent RIA | Aire Advisors, LLC independent RIA | RIA to RIA | Apr 24, 2026 | Apr 26, 2026 |
| Daniel P Ebert | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Aire Advisors, LLC independent RIA | Wirehouse to independent RIA | Dec 26, 2025 | Jan 9, 2026 |
| Simone Liu | Wells Fargo Advisors wirehouse | Aire Advisors, LLC independent RIA | Wirehouse to independent RIA | Aug 24, 2022 | Aug 5, 2026 (1442 d) |
| Kristina Cosma Downing | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Aire Advisors, LLC independent RIA | Wirehouse to independent RIA | Oct 19, 2021 | Oct 18, 2021 |
| James Charles Naify | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Aire Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 28, 2021 | Feb 14, 2022 (201 d) |
| Philip Hugo Fessler | Wells Fargo Advisors wirehouse | Aire Advisors, LLC independent RIA | Wirehouse to independent RIA | Jun 4, 2021 | Jun 1, 2021 |
| Balfoure Patrick Brenes | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Aire Advisors, LLC independent RIA | Wirehouse to independent RIA | May 4, 2021 | Apr 30, 2021 |
| Tameron Lynn Keyes | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Aire Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 8, 2020 | Dec 4, 2020 |
| Amir Ali Monsefi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Aire Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 24, 2020 | Nov 20, 2020 |
| Sharon Nassirzadeh | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Aire Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 23, 2020 | Nov 20, 2020 |
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10 moves match.