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
Marielle Schurig
Certified Financial Planner
Feed of 09/14/2026
Also filed as Marielle Schurig
At current firm
1 y
since Jul 2, 2025
In the industry
16 y
since Oct 19, 2009 (earliest exam, job or registration)
Prior registered firms
3
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
- Hightower Advisors, LLC BD affiliated currentsince Jul 2, 2025 · Chicago, Il
- Lindbrook Capital, LLC formerNov 12, 2021 to Sep 4, 2025 · Calabasas, Ca
- UBS Financial Services Inc. wirehouseDec 20, 2010 to Dec 9, 2021 · New York, Ny
- Morgan Stanley wirehouseOct 20, 2009 to Dec 21, 2010 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Lindbrook Capital, LLC to Hightower Advisors, LLCleft Sep 4, 2025, registered Jul 2, 2025 (-64 days) · RIA to affiliated broker-dealer or bank
- UBS Financial Services Inc. to Lindbrook Capital, LLCleft Dec 9, 2021, registered Nov 12, 2021 (-27 days) · Wirehouse to independent RIA · moved with a team
- Morgan Stanley to UBS Financial Services Inc.left Dec 21, 2010, registered Dec 20, 2010 (-1 days) · Wirehouse to wirehouse
Signals
- Marielle Schurig left Lindbrook Capital, Llc for Hightower Advisors, Llc (registered 2025-07-02)Sep 4, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address