Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
A newly filed adviser they own, or a new outside advisory or holding business.
Changes on what you follow · Describe your platform to see fit
- Walter Gilmore K R Financial LLC, Princeton, Njindependent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: owner of an adviser first filed in the last year where they are not yet registered.
- Timing
- Model band only
- Value
- $25M+
- Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at sharedfamilyoffice.com; firm contact form or inbox
Business ties: Some: 2 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- Gery Sadzewicz Clearview Wealth Solutions, LLC, Chicago, Ilstate-registered adviser
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $25M+
- Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now.