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 Norris Keller
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Feb 23, 2026
In the industry
21 y
since Sep 28, 2004 (earliest exam, job or registration)
Prior registered firms
5
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
- Shelton Capital Management mixed wealth currentsince Feb 23, 2026 · Denver, Co
- Stringer Asset Management, LLC formerFeb 25, 2013 to Mar 30, 2026 · Memphis, Tn
- Raymond James & Associates, Inc. national BDFeb 13, 2013 to Feb 27, 2013 · Memphis, Tn
- Morgan Keegan & Company, LLC formerAug 30, 2005 to Feb 13, 2013 · Memphis, Tn
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 23, 2005 to Aug 5, 2005 · Germantown, Tn
- Waddell & Reed formerSep 29, 2004 to Dec 7, 2004 · Memphis, Tn
Moves
a registration end followed by a registration begin elsewhere
- Stringer Asset Management, LLC to Shelton Capital Managementleft Mar 30, 2026, registered Feb 23, 2026 (-35 days) · Other · moved with a team
- Raymond James & Associates, Inc. to Stringer Asset Management, LLCleft Feb 27, 2013, registered Feb 25, 2013 (-2 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Morgan Keegan & Company, LLC to Raymond James & Associates, Inc.left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Keegan & Company, LLCleft Aug 5, 2005, registered Aug 30, 2005 (25 days) · Other
- Waddell & Reed to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Dec 7, 2004, registered Mar 23, 2005 (106 days) · Other
Signals
- Chad Norris Keller left Stringer Asset Management, Llc for Shelton Capital Management (registered 2026-02-23)Mar 30, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address