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 Sandro Wealth 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 |
|---|---|---|---|---|---|
| Aleea Madelyn Mcguire | Osaic Wealth, Inc. BD affiliated | Sandro Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2026 | Sep 2, 2026 (63 d) |
| Charles Paul Alberton | RBC Rochdale, LLC BD affiliated | Sandro Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2025 | Oct 1, 2025 |
| David Michael Coiro | Cambridge Investment Research Advisors, Inc. BD affiliated | Sandro Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2025 | May 27, 2025 |
| Dean Thomas Russell | Cambridge Investment Research Advisors, Inc. BD affiliated | Sandro Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 17, 2025 | Mar 12, 2025 |
| Steven Anthony Denike | RBC Rochdale, LLC BD affiliated | Sandro Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 2, 2024 | Jan 30, 2025 (59 d) |
| David C Tateosian | J.P. Morgan Securities LLC wirehouse | Sandro Wealth Management LLC independent RIA | Wirehouse to independent RIA | Jul 13, 2024 | Oct 14, 2025 (458 d) |
| Thomas A Galvin | RBC Rochdale, LLC BD affiliated | Sandro Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 17, 2024 | Dec 16, 2024 (213 d) |
| Garrett Richard D'Alessandro | Symphonic Financial Advisors LLC bank affiliated | Sandro Wealth Management LLC no RAUM | Other | Oct 25, 2023 | Jan 10, 2025 (443 d) |
| William R Callahan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sandro Wealth Management LLC independent RIA | Wirehouse to independent RIA | Oct 3, 2014 | Jul 15, 2025 (3938 d) |
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9 moves match.