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
Steve Schneider
Feed of 09/14/2026
Also filed as Steven Floyd Schneider
At current firm
4 y
since Mar 14, 2022
In the industry
24 y
since Nov 2, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Nov 22, 2022 · St. Louis, Mo
- Wells Fargo Advisors wirehouse currentsince Mar 14, 2022 · St. Louis, Mo
- Stifel Independent Advisors, LLC BD affiliatedFeb 11, 2021 to Dec 10, 2021 · St. Louis, Mo
- Stifel, Nicolaus & Company, Incorporated national BDJan 20, 2021 to Dec 10, 2021 · St. Louis, Mo
- Wells Fargo Advisors wirehouseJun 15, 2020 to Dec 22, 2020 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Stifel Independent Advisors, LLC to Wells Fargo Advisorsleft Dec 10, 2021, registered Mar 14, 2022 (94 days) · Affiliated broker-dealer or bank to wirehouse
- Stifel, Nicolaus & Company, Incorporated to Stifel Independent Advisors, LLCleft Dec 10, 2021, registered Feb 11, 2021 (-302 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Stifel, Nicolaus & Company, Incorporatedleft Dec 22, 2020, registered Jan 20, 2021 (29 days) · Wirehouse to affiliated broker-dealer or bank
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
- Wirehousederived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address