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
Alec M Mielnicki
Feed of 09/14/2026
Also filed as Alec Michael Mielnicki
At current firm
1 y
since Dec 4, 2024
In the industry
11 y
since Nov 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
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
3
dated events on this person
Registration history
IAPD current and previous registrations
- T. Rowe Price Associates, Inc. asset manager currentsince Dec 4, 2024 · Lakeville, Mn
- The Ameriflex Group BD affiliatedNov 8, 2023 to Nov 7, 2024 · Centennial, Co
- Fisher Investments independent RIAJul 15, 2022 to Nov 6, 2023 · Plano, Tx
- Charles Schwab & Co., Inc. national BDJan 18, 2019 to Jul 13, 2022 · Lone Tree, Co
- Edward Jones national BDDec 14, 2017 to Jan 10, 2019 · Wheat Ridge, Co
Moves
a registration end followed by a registration begin elsewhere
- The Ameriflex Group to T. Rowe Price Associates, Inc.left Nov 7, 2024, registered Dec 4, 2024 (27 days) · Other
- Fisher Investments to The Ameriflex Groupleft Nov 6, 2023, registered Nov 8, 2023 (2 days) · RIA to affiliated broker-dealer or bank
- Charles Schwab & Co., Inc. to Fisher Investmentsleft Jul 13, 2022, registered Jul 15, 2022 (2 days) · Affiliated broker-dealer or bank to independent RIA
- Edward Jones to Charles Schwab & Co., Inc.left Jan 10, 2019, registered Jan 18, 2019 (8 days) · Affiliated broker-dealer or bank to another
Signals
- Alec M Mielnicki left The Ameriflex Group for T. Rowe Price Associates, Inc. (registered 2024-12-04)Nov 7, 2024 · Advisor changed firm · fact
- Alec M Mielnicki left Fisher Investments for The Ameriflex Group (registered 2023-11-08)Nov 6, 2023 · Advisor changed firm · fact
- Alec M Mielnicki left Charles Schwab & Co., Inc. for Fisher Investments (registered 2022-07-15)Jul 13, 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address