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
Michael Mclellan
Feed of 09/14/2026
Also filed as Michael Scott Mclellan
At current firm
6 y
since Nov 27, 2019
In the industry
29 y
since Aug 26, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince Nov 27, 2019 · Frisco, Tx
- Fisher Investments independent RIAAug 13, 2019 to Oct 29, 2019 · Plano, Tx
- Usaa Investment Services Company no RAUMJan 8, 2018 to Aug 27, 2019 · San Antonio, Tx
- Usaa Financial Planning Services formerNov 7, 2017 to Jan 8, 2018 · Addison, Tx
- Strategic Advisers LLC national BDDec 3, 2014 to Feb 4, 2015 · Westlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- Fisher Investments to Empower Advisory Group, LLCleft Oct 29, 2019, registered Nov 27, 2019 (29 days) · Other
- Usaa Investment Services Company to Fisher Investmentsleft Aug 27, 2019, registered Aug 13, 2019 (-14 days) · Affiliated broker-dealer or bank to independent RIA
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Usaa Financial Planning Servicesleft Feb 4, 2015, registered Nov 7, 2017 (1007 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address