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.
Michael John Skinner
- Title
- Senior Managing Director, Retirement Plan Servicesreported1834investmentadvisors.comfirm site, Sep 15, 2026
- Designations
- MBAreported1834investmentadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- 1834investmentadvisors.com/our-team/mike-skinnerreported1834investmentadvisors.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.
- 1834 Investment Advisors Co. mixed wealth currentsince Feb 7, 2024 · Des Moines, Ia
- LPL Financial LLC BD affiliatedNov 10, 2022 to Sep 20, 2024 · Newton, Ia
- T. Rowe Price Advisory Services, Inc. BD affiliatedNov 20, 2008 to Jun 18, 2021 · Owings Mills, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 15, 2008 to Oct 13, 2008 · Pennington, Nj
- LPL Financial LLC to 1834 Investment Advisors Co.left Sep 20, 2024, registered Feb 7, 2024 (-226 days) · Affiliated broker-dealer or bank to independent RIA
- T. Rowe Price Advisory Services, Inc. to LPL Financial LLCleft Jun 18, 2021, registered Nov 10, 2022 (510 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to T. Rowe Price Advisory Services, Inc.left Oct 13, 2008, registered Nov 20, 2008 (38 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Michael John Skinner left Lpl Financial Llc for 1834 Investment Advisors Co. (registered 2024-02-07)Sep 20, 2024 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address