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
Alan Jerome Schryer
Certified Financial Planner
Feed of 09/14/2026
At current firm
12 y
since Feb 25, 2014
In the industry
37 y
since Jul 1, 1989 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Noble Wealth Management, Inc. independent RIA currentsince Feb 25, 2014 · Newport Beach, Ca
- Foothill Securities, Inc. formerNov 10, 2014 to Nov 19, 2014 · Santa Clara, Ca
- Financial Telesis, Inc. formerDec 2, 2013 to Sep 12, 2014 · San Rafael, Ca
- Money Concepts Advisory Service BD affiliatedSep 7, 2007 to Dec 2, 2013 · Palm Beach Gardens, Fl
- Securities America Advisors, Inc. formerMay 23, 2002 to Nov 18, 2003 · Tustin, Ca
Moves
a registration end followed by a registration begin elsewhere
- Foothill Securities, Inc. to no registered destinationleft Nov 19, 2014 · Departure, no registered destination
- Financial Telesis, Inc. to Noble Wealth Management, Inc.left Sep 12, 2014, registered Feb 25, 2014 (-199 days) · Other
- Money Concepts Advisory Service to Financial Telesis, Inc.left Dec 2, 2013, registered Dec 2, 2013 (0 days) · Other
- Securities America Advisors, Inc. to Money Concepts Advisory Serviceleft Nov 18, 2003, registered Sep 7, 2007 (1389 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address