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••••• E••• M•••••• S•••••
- W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated currentsince Apr 21, 2026 · Plymouth, Mn
- S••••• A•••• M••••••••• L••••• independent RIAOct 7, 2025 to Feb 13, 2026 · Troy, Mi
- C•• A•••• M••••••••• I••• independent RIAJun 1, 2016 to Jan 18, 2019 · Southfield, Mi
- S••••• A•••• M••••••••• L••••• to W••••• E••••••••• A••••••• S•••••••• L••left Feb 13, 2026, registered Apr 21, 2026 (67 days) · RIA to affiliated broker-dealer or bank
- C•• A•••• M••••••••• I••• to S••••• A•••• M••••••••• L•••••left Jan 18, 2019, registered Oct 7, 2025 (2454 days) · RIA to RIA
- Daniel Eric Michael Schutz left Secure Asset Management, L.L.C. for Wealth Enhancement Advisory Services, Llc (registered 2026-04-21)Feb 13, 2026 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address