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.
Registered advisor
Fred Christian Scheller
Feed of 09/14/2026
Also filed as Chris Scheller
At current firm
3 y
since Sep 1, 2023
In the industry
37 y
since Oct 20, 1988 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
12
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Sep 1, 2023 · Estero, Fl
- Sagepoint Financial, Inc. formerAug 31, 2020 to Sep 1, 2023 · Lake Oswego, Or
- LPL Financial LLC BD affiliatedFeb 14, 2018 to Sep 11, 2020 · Lake Oswego, Or
- Sii Investments, Inc. formerAug 5, 2016 to Feb 14, 2018 · Lake Oswego, Or
- Sagepoint Financial, Inc. formerMay 10, 2012 to Aug 15, 2016 · Beaverton, Or
- Scheller Financial Services formerFeb 28, 2000 to Jun 20, 2016 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Sagepoint Financial, Inc. to Osaic Wealth, Inc.left Sep 1, 2023, registered Sep 1, 2023 (0 days) · corporate re-registration, not a move
- LPL Financial LLC to Sagepoint Financial, Inc.left Sep 11, 2020, registered Aug 31, 2020 (-11 days) · Affiliated broker-dealer or bank to another · moved with a team
- Sii Investments, Inc. to LPL Financial LLCleft Feb 14, 2018, registered Feb 14, 2018 (0 days) · corporate re-registration, not a move
- Sagepoint Financial, Inc. to Sii Investments, Inc.left Aug 15, 2016, registered Aug 5, 2016 (-10 days) · Other · moved with a team
- Scheller Financial Services to Sagepoint Financial, Inc.left Jun 20, 2016, registered May 10, 2012 (-1502 days) · Other · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address