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

Charles Joseph Schilleci

Raymond James Financial Services Advisors, IncBD affiliatedVestavia Hills, Aldual registrantIAPD 1538927

Certified Financial Planner

Feed of 09/14/2026

Also filed as Charlie Schilleci

At current firm

0 y

since Jun 10, 2026

In the industry

40 y

since Sep 2, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James Financial Services Advisors, Inc BD affiliated current
since Jun 10, 2026 · Vestavia Hills, Al
LPL Financial LLC BD affiliated
Nov 8, 2017 to Jun 10, 2026 · Knoxville, Tn
Wealthcare Advisory Partners LLC BD affiliated
Oct 23, 2017 to Jun 12, 2026 · Knoxville, Tn
Wells Fargo Advisors wirehouse
Apr 13, 2006 to Oct 20, 2017 · Knoxville, Tn
Nexus Financial Network, LLC unclassified
Apr 3, 1995 to Dec 31, 2003 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Wealthcare Advisory Partners LLC to LPL Financial LLC
left Jun 12, 2026, registered Nov 8, 2017 (-3138 days) · Other · moved with a team
LPL Financial LLC to Raymond James Financial Services Advisors, Inc
left Jun 10, 2026, registered Jun 10, 2026 (0 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Wealthcare Advisory Partners LLC
left Oct 20, 2017, registered Oct 23, 2017 (3 days) · Other
Nexus Financial Network, LLC to Wells Fargo Advisors
left Dec 31, 2003, registered Apr 13, 2006 (834 days) · Other

Signals

Charles Joseph Schilleci left Wealthcare Advisory Partners Llc for Lpl Financial Llc (registered 2017-11-08)
Jun 12, 2026 · Advisor changed firm · fact
Charles Joseph Schilleci left Lpl Financial Llc for Raymond James Financial Services Advisors, Inc (registered 2026-06-10)
Jun 10, 2026 · 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: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address