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

Todd Blanchard Stockwell

Schwab Wealth Advisory, Inc.no RAUMBoston, Madual registrantIAPD 2443510

Certified Financial Planner

Feed of 09/14/2026

Also filed as Todd Stockwell

At current firm

3 y

since Jun 26, 2023

In the industry

32 y

since Jan 1, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Schwab Wealth Advisory, Inc. no RAUM current
since Jun 26, 2023 · Boston, Ma
Polaris Wealth Advisory Group former
Mar 1, 2023 to Apr 14, 2023 · San Rafael, Ca
Rwa Wealth Partners independent RIA
Feb 16, 2022 to Apr 14, 2023 · Boston, Ma
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jan 10, 2022 · Boston, Ma
Fidelity Personal Trust Company, Fsb unclassified
Apr 27, 2005 to Jul 7, 2006 · Merrimack, Nh
Strategic Advisers LLC national BD
May 3, 1999 to Jul 13, 2018 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Rwa Wealth Partners to Polaris Wealth Advisory Group
left Apr 14, 2023, registered Mar 1, 2023 (-44 days) · RIA to RIA
Polaris Wealth Advisory Group to Schwab Wealth Advisory, Inc.
left Apr 14, 2023, registered Jun 26, 2023 (73 days) · Other
Fidelity Personal And Workplace Advisors to Rwa Wealth Partners
left Jan 10, 2022, registered Feb 16, 2022 (37 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal Trust Company, Fsb
left Jul 13, 2018, registered Apr 27, 2005 (-4825 days) · Other · moved with a team
Fidelity Personal Trust Company, Fsb to Fidelity Personal And Workplace Advisors
left Jul 7, 2006, registered Jul 13, 2018 (4389 days) · Other

Signals

Todd Blanchard Stockwell left Polaris Wealth Advisory Group for Schwab Wealth Advisory, Inc. (registered 2023-06-26)
Apr 14, 2023 · Advisor changed firm · fact
Todd Blanchard Stockwell left Rwa Wealth Partners for Polaris Wealth Advisory Group (registered 2023-03-01)
Apr 14, 2023 · Advisor changed firm · fact
Todd Blanchard Stockwell left Fidelity Personal And Workplace Advisors for Rwa Wealth Partners (registered 2022-02-16)
Jan 10, 2022 · 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: No RAUM reportedderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address