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

Arik Paul Schechet

Savant Wealth Managementindependent RIARockford, Il IA-onlyIAPD 4688265

Certified Financial Planner

Feed of 09/15/2026

Also filed as Arik Schechet

At current firm

1 y

since Apr 10, 2025

In the industry

23 y

since Aug 14, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Savant Wealth Management independent RIA current
since Apr 10, 2025 · Wellesley, Ma
Wellesley Asset Management, Inc. mixed wealth
Mar 4, 2014 to Feb 5, 2025 · Portsmouth, Nh
New England Private Wealth Advisors, LLC independent RIA
Mar 19, 2012 to Feb 10, 2014 · Wellesley, Ma
Td Ameritrade Investment Management, LLC former
Nov 16, 2006 to Jun 4, 2008 · Boston, Ma
Td Ameritrade, Inc. former
Nov 16, 2006 to Jun 4, 2008 · Boston, Ma
Equitable Advisors, LLC national BD
May 25, 2006 to Oct 25, 2006 · Wellesley, Ma

Moves

a registration end followed by a registration begin elsewhere

Wellesley Asset Management, Inc. to Savant Wealth Management
left Feb 5, 2025, registered Apr 10, 2025 (64 days) · RIA to RIA
New England Private Wealth Advisors, LLC to Wellesley Asset Management, Inc.
left Feb 10, 2014, registered Mar 4, 2014 (22 days) · Other
Td Ameritrade Investment Management, LLC to New England Private Wealth Advisors, LLC
left Jun 4, 2008, registered Mar 19, 2012 (1384 days) · Other
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Jun 4, 2008, registered Nov 16, 2006 (-566 days) · channel change inside one enterprise, not a move
Equitable Advisors, LLC to Td Ameritrade, Inc.
left Oct 25, 2006, registered Nov 16, 2006 (22 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

Arik Paul Schechet left Wellesley Asset Management, Inc. for Savant Wealth Management (registered 2025-04-10)
Feb 5, 2025 · 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address