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RIA / WealthAdvisorCertified Financial Planner23 years in industry

ARIK PAUL SCHECHET

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL | Wellesley, MA

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Search this name across graphsid dfx:ria:86e473ce-c3f9-5d16-1beb-387e06e6ff0e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 25, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVANT WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 14, 2003
First registration: May 25, 2006
Dual registered: no
Other names: ARIK SCHECHET|ARIK PAUL SCHECHET|ARIK P SCHECHET|ARIK SCHECHET
IAPD individual key: 4688265

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAVANT WEALTH MANAGEMENT	Independent wealth	Apr 10, 2025	n/a	yes	Wellesley, MA\|ROCKFORD, IL	Current employment
WELLESLEY ASSET MANAGEMENT, INC.	Mixed wealth	Mar 4, 2014	Feb 5, 2025	no	PORTSMOUTH, NH	Previous registration
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC	Independent wealth	Mar 19, 2012	Feb 10, 2014	no	WELLESLEY, MA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Nov 16, 2006	Jun 4, 2008	no	BOSTON, MA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Nov 16, 2006	Jun 4, 2008	no	BOSTON, MA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	May 25, 2006	Oct 25, 2006	no	WELLESLEY, MA\|WELLESLEY, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLESLEY ASSET MANAGEMENT, INC.	SAVANT WEALTH MANAGEMENT	Feb 5, 2025	Apr 10, 2025	64	Firm change	RIA to RIA
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC	WELLESLEY ASSET MANAGEMENT, INC.	Feb 10, 2014	Mar 4, 2014	22	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC	Jun 4, 2008	Mar 19, 2012	1,384	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 4, 2008	Nov 16, 2006	-566	Channel change	Other
EQUITABLE ADVISORS, LLC	TD AMERITRADE, INC.	Oct 25, 2006	Nov 16, 2006	22	Firm change	Ibd to new firm

Relationships

Registered with (6)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 10, 2025 to presentfactForm ADV
→ WELLESLEY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 4, 2014 to Feb 5, 2025factForm ADV
→ NEW ENGLAND PRIVATE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 19, 2012 to Feb 10, 2014factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 16, 2006 to Jun 4, 2008factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Nov 16, 2006 to Jun 4, 2008factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
May 25, 2006 to Oct 25, 2006factForm ADV

Dated events

Occurred
Feb 5, 2025
Advisor changed firm
Arik Paul Schechet left Wellesley Asset Management, Inc. for Savant Wealth Management (registered 2025-04-10)
Form ADVobserved 6 days ago