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
David Skolnik
Feed of 09/15/2026
Also filed as David Skolnik
At current firm
0 y
since Jul 7, 2026
In the industry
36 y
since Mar 5, 1990 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
48
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Northern Trust Securities, Inc BD affiliated currentsince Jul 7, 2026 · Stamford, Ct
- Strategic Advisers LLC national BDMar 31, 2025 to Jul 10, 2026 · Nanuet, Ny
- Fidelity Personal And Workplace Advisors formerMay 16, 2023 to Mar 31, 2025 · Nanuet, Ny
- Citizens Securities, Inc. BD affiliatedFeb 14, 2020 to Mar 16, 2023 · Worcester, Ny
- Huntington Financial Advisors BD affiliatedDec 26, 2017 to Mar 26, 2019 · Southfield, Mi
- Edelman Financial Services, LLC formerMay 13, 2015 to Feb 16, 2017 · Paramus, Nj
- Allstate Financial Advisors, LLC BD affiliatedJan 22, 2015 to Apr 28, 2015 · Nutley, Nj
- Comerica Securities formerAug 20, 2004 to Aug 2, 2013 · Birmingham, Mi
- Wells Fargo Investments, LLC unclassifiedAug 31, 2001 to Jul 31, 2003 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Northern Trust Securities, Incleft Jul 10, 2026, registered Jul 7, 2026 (-3 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Citizens Securities, Inc. to Fidelity Personal And Workplace Advisorsleft Mar 16, 2023, registered May 16, 2023 (61 days) · Affiliated broker-dealer or bank to another
- Huntington Financial Advisors to Citizens Securities, Inc.left Mar 26, 2019, registered Feb 14, 2020 (325 days) · Affiliated broker-dealer or bank to another
- Edelman Financial Services, LLC to Huntington Financial Advisorsleft Feb 16, 2017, registered Dec 26, 2017 (313 days) · Other
- Allstate Financial Advisors, LLC to Edelman Financial Services, LLCleft Apr 28, 2015, registered May 13, 2015 (15 days) · Other
- Comerica Securities to Allstate Financial Advisors, LLCleft Aug 2, 2013, registered Jan 22, 2015 (538 days) · Other
- Wells Fargo Investments, LLC to Comerica Securitiesleft Jul 31, 2003, registered Aug 20, 2004 (386 days) · Other
Signals
- David Skolnik left Strategic Advisers Llc for Northern Trust Securities, Inc (registered 2026-07-07)Jul 10, 2026 · Advisor changed firm · fact
- David Skolnik left Citizens Securities, Inc. for Fidelity Personal And Workplace Advisors (registered 2023-05-16)Mar 16, 2023 · Advisor changed firm · fact
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
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address