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
Chad Aaron Mcdonnell
Certified Financial Planner
Feed of 09/14/2026
Also filed as Chad Aaron Mcdonnell
At current firm
3 y
since Mar 31, 2023
In the industry
28 y
since Apr 27, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Corient independent RIA currentsince Mar 31, 2023 · Denver, Co
- Segall Bryant & Hamill otherJun 20, 2018 to Dec 14, 2023 · Denver, Co
- Denver Investments formerMar 2, 2011 to Aug 15, 2018 · Denver, Co
- Janiczek Wealth Management formerOct 17, 2008 to Mar 15, 2010 · Denver, Co
- Charles Schwab & Co., Inc. national BDJan 2, 2004 to May 22, 2008 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Segall Bryant & Hamill to Corientleft Dec 14, 2023, registered Mar 31, 2023 (-258 days) · Other · moved with a team
- Denver Investments to Segall Bryant & Hamillleft Aug 15, 2018, registered Jun 20, 2018 (-56 days) · Other · moved with a team
- Janiczek Wealth Management to Denver Investmentsleft Mar 15, 2010, registered Mar 2, 2011 (352 days) · Other
- Charles Schwab & Co., Inc. to Janiczek Wealth Managementleft May 22, 2008, registered Oct 17, 2008 (148 days) · Other
Signals
- Chad Aaron Mcdonnell left Segall Bryant & Hamill for Corient (registered 2023-03-31)Dec 14, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address