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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D•••• A••••• M••••••
- Designations
- CFA, MBAreporteddardenwealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reporteddardenwealth.com“Dave has over 20 years of experience in the investment industry.”
- Business email
- dave@dardenwealth.comreporteddardenwealth.comfirm site, Sep 15, 2026
- Professional profile
- dardenwealth.com/meet-the-team/dave-mcneelyreporteddardenwealth.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.
- D••••• W••••• G•••• independent RIA currentsince Sep 26, 2019 · Ann Arbor, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 26, 2019 to Sep 25, 2019 · Lakeland, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedSep 14, 2016 to Aug 15, 2019 · Lakeland, Fl
- S••••••• I••••••••• S•••••••• I••• formerAug 10, 2005 to Dec 31, 2016 · Lakeland, Fl
- E•••••••• A•••••••• L•• national BDJan 13, 2005 to Jul 12, 2005 · Terre Haute, In
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to D••••• W••••• G••••left Sep 25, 2019, registered Sep 26, 2019 (1 days) · Wirehouse to independent RIA
- T••••• A••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 15, 2019, registered Aug 26, 2019 (11 days) · Affiliated broker-dealer or bank to wirehouse
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Sep 14, 2016 (-108 days) · corporate re-registration, not a move
- E•••••••• A•••••••• L•• to S••••••• I••••••••• S•••••••• I•••left Jul 12, 2005, registered Aug 10, 2005 (29 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address