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.
Chanley Matthew Christman
- Business email
- chanley@questwealthsolutions.comreportedquestwealthsolutions.comfirm site, Sep 15, 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.
- Quest Wealth Solutions, Inc. independent RIA currentsince Jun 30, 2026 · Mansfield, Oh
- Raymond James Financial Services Advisors, Inc BD affiliatedAug 24, 2011 to Jul 2, 2026 · Mansfield, Oh
- Pierce Financial Planning, Inc. unclassifiedAug 22, 2000 to Dec 6, 2011 · Mansfield, Oh
- Raymond James Financial Services Advisors, Inc to Quest Wealth Solutions, Inc.left Jul 2, 2026, registered Jun 30, 2026 (-2 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Pierce Financial Planning, Inc. to Raymond James Financial Services Advisors, Incleft Dec 6, 2011, registered Aug 24, 2011 (-104 days) · Other
- Chanley Matthew Christman left Raymond James Financial Services Advisors, Inc for Quest Wealth Solutions, Inc. (registered 2026-06-30)Jul 2, 2026 · Advisor changed firm · fact
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address