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

Brad Paul Schueler

Fiduciary Wealth Group, LLCindependent RIACincinnati, Oh IA-onlyIAPD 5839510

Certified Financial Planner

Feed of 09/15/2026

Also filed as Brad Paul Schueler

At current firm

1 y

since Feb 6, 2025

In the industry

15 y

since May 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fiduciary Wealth Group, LLC independent RIA current
since Feb 6, 2025 · Cincinnati, Oh
Valeo Financial Advisors, LLC independent RIA
Jan 23, 2023 to Feb 3, 2025 · Carmel, In
Facet independent RIA
Aug 4, 2021 to Oct 4, 2022 · Cincinnati, Oh
Fidelity Personal And Workplace Advisors former
Aug 11, 2020 to Jul 20, 2021 · Covington, Ky
Cassady Schiller Wealth Management, LLC former
Jan 31, 2017 to Jun 26, 2020 · Cincinnati, Oh
Strategic Advisers LLC national BD
Jun 11, 2013 to Jan 9, 2017 · Covington, Ky

Moves

a registration end followed by a registration begin elsewhere

Valeo Financial Advisors, LLC to Fiduciary Wealth Group, LLC
left Feb 3, 2025, registered Feb 6, 2025 (3 days) · RIA to RIA
Facet to Valeo Financial Advisors, LLC
left Oct 4, 2022, registered Jan 23, 2023 (111 days) · RIA to RIA
Fidelity Personal And Workplace Advisors to Facet
left Jul 20, 2021, registered Aug 4, 2021 (15 days) · Affiliated broker-dealer or bank to independent RIA
Cassady Schiller Wealth Management, LLC to Fidelity Personal And Workplace Advisors
left Jun 26, 2020, registered Aug 11, 2020 (46 days) · RIA to affiliated broker-dealer or bank
Strategic Advisers LLC to Cassady Schiller Wealth Management, LLC
left Jan 9, 2017, registered Jan 31, 2017 (22 days) · Other

Signals

Brad Paul Schueler left Valeo Financial Advisors, Llc for Fiduciary Wealth Group, Llc (registered 2025-02-06)
Feb 3, 2025 · Advisor changed firm · fact
Brad Paul Schueler left Facet for Valeo Financial Advisors, Llc (registered 2023-01-23)
Oct 4, 2022 · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address