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.
D•••••• R••• S•••••
- Title
- President and Partnerreportedmissionwealth.comfirm site, Sep 15, 2026
- Designations
- CFPreportedmissionwealth.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Dannell Stuart | President & Partner | Mission Wealth”reportedmissionwealth.comthe sentence on the bio page
- Years, as the firm states
- 30reportedmissionwealth.com“With nearly 30 years of experience, Dannell has dedicated herself to helping clients build confidence in their financial futures.”
- Professional profile
- missionwealth.com/team/dannell-stuartreportedmissionwealth.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.
- M•••••• W••••• M••••••••• L• independent RIA currentsince Jul 2, 2010 · Santa Barbara, Ca
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerJun 24, 2010 to Sep 24, 2013 · Santa Barbara, Ca
- S••••••••• A•••••• A•••••••• I••• formerJan 23, 2009 to Jun 22, 2010 · Lavista, Ne
- B••••• • Y•••• A•••••••• I••• formerJun 29, 2000 to Jan 23, 2009 · Santa Barbara, Ca
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to M•••••• W••••• M••••••••• L•left Sep 24, 2013, registered Jul 2, 2010 (-1180 days) · Other
- S••••••••• A•••••• A•••••••• I••• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••left Jun 22, 2010, registered Jun 24, 2010 (2 days) · Other
- B••••• • Y•••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Jan 23, 2009, registered Jan 23, 2009 (0 days) · corporate re-registration, not a move
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address