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
Shane Michael Meyer
Feed of 09/14/2026
At current firm
0 y
since May 5, 2026
In the industry
25 y
since Feb 20, 2001 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Fortis Capital Advisors, LLC independent RIA currentsince May 5, 2026 · Toledo, Oh
- Kmg Fiduciary Partners, LLC independent RIAJan 17, 2020 to May 12, 2026 · Toledo, Oh
- Morgan Stanley wirehouseNov 5, 2010 to Jan 21, 2020 · Toledo, Oh
- UBS Financial Services Inc. wirehouseFeb 9, 2007 to Nov 12, 2010 · Weehawken, Nj
- Keybanc Capital Markets Inc. unclassifiedJan 18, 2007 to Feb 9, 2007 · Toledo, Oh
Moves
a registration end followed by a registration begin elsewhere
- Kmg Fiduciary Partners, LLC to Fortis Capital Advisors, LLCleft May 12, 2026, registered May 5, 2026 (-7 days) · RIA to RIA
- Morgan Stanley to Kmg Fiduciary Partners, LLCleft Jan 21, 2020, registered Jan 17, 2020 (-4 days) · Wirehouse to independent RIA
- UBS Financial Services Inc. to Morgan Stanleyleft Nov 12, 2010, registered Nov 5, 2010 (-7 days) · Wirehouse to wirehouse
- Keybanc Capital Markets Inc. to UBS Financial Services Inc.left Feb 9, 2007, registered Feb 9, 2007 (0 days) · corporate re-registration, not a move
Signals
- Shane Michael Meyer left Kmg Fiduciary Partners, Llc for Fortis Capital Advisors, Llc (registered 2026-05-05)May 12, 2026 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address