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
Robert Anthony Schafer
Certified Financial Planner
Feed of 09/14/2026
Also filed as Robert Anthony Schafer
At current firm
0 y
since Jun 22, 2026
In the industry
11 y
since Apr 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Onedigital institutional currentsince Jun 22, 2026 · St. Louis, Mo
- Moneta Group Investment Advisors, LLC independent RIAAug 1, 2023 to Jun 22, 2026 · St. Louis, Mo
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 19, 2017 to Jul 25, 2023 · Frontenac, Mo
- Stifel, Nicolaus & Company, Incorporated national BDOct 27, 2015 to Aug 25, 2017 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Moneta Group Investment Advisors, LLC to Onedigitalleft Jun 22, 2026, registered Jun 22, 2026 (0 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Moneta Group Investment Advisors, LLCleft Jul 25, 2023, registered Aug 1, 2023 (7 days) · Wirehouse to independent RIA
- Stifel, Nicolaus & Company, Incorporated to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 25, 2017, registered Sep 19, 2017 (25 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Robert Anthony Schafer left Moneta Group Investment Advisors, Llc for Onedigital (registered 2026-06-22)Jun 22, 2026 · Advisor changed firm · fact
- Robert Anthony Schafer left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Moneta Group Investment Advisors, Llc (registered 2023-08-01)Jul 25, 2023 · 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
- Institutional managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address