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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A••• P•••••• S•••••••••
- Professional profile
- linkedin.com/in/adam-schneiberg-5890385reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••••• S••••• A••••••• independent RIA currentsince Nov 13, 2019 · Larkspur, Ca
- J••••• • C••••••• L•• independent RIADec 9, 2014 to Dec 18, 2019 · San Francisco, Ca
- B•• C•••••• M••••••••• I•• formerMar 7, 2011 to Dec 3, 2014 · Oakland, Ca
- S••••••••• formerApr 28, 2009 to Nov 17, 2010 · Woodside, Ca
- M••••• S•••••• • C•• L•• unclassifiedNov 22, 2006 to Feb 4, 2009 · San Francisco, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 10, 2005 to Apr 6, 2006 · San Francisco, Ca
- J••••• • C••••••• L•• to S••••••• S••••• A•••••••left Dec 18, 2019, registered Nov 13, 2019 (-35 days) · RIA to RIA
- B•• C•••••• M••••••••• I•• to J••••• • C••••••• L••left Dec 3, 2014, registered Dec 9, 2014 (6 days) · Other
- S••••••••• to B•• C•••••• M••••••••• I••left Nov 17, 2010, registered Mar 7, 2011 (110 days) · Other
- M••••• S•••••• • C•• L•• to S•••••••••left Feb 4, 2009, registered Apr 28, 2009 (83 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• • C•• L••left Apr 6, 2006, registered Nov 22, 2006 (230 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address