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

Reid Schmideler

Cetera Investment Advisers LLCBD affiliatedSheboygan Falls, Widual registrantIAPD 7097750

Feed of 09/14/2026

Also filed as Reid Owen Schmideler

At current firm

2 y

since Mar 12, 2024

In the industry

13 y

since Jan 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Mar 12, 2024 · Sheboygan Falls, Wi
Brookstone Capital Management LLC independent RIA
Feb 17, 2022 to Jan 9, 2024 · Wheaton, Il
Foundations Investment Advisors LLC independent RIA
May 13, 2020 to Jan 2, 2024 · Phoenix, Az
Alloy Investment Management state registered
Apr 28, 2020 to Dec 18, 2023 · Greenville, Sc
Brookstone Wealth Advisors, LLC no RAUM
Apr 10, 2019 to Jun 26, 2020 · Charlotte, Nc
Brookstone Asset Management, LLC asset manager
Apr 10, 2019 to Dec 31, 2021 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Brookstone Capital Management LLC to Cetera Investment Advisers LLC
left Jan 9, 2024, registered Mar 12, 2024 (63 days) · RIA to affiliated broker-dealer or bank
Foundations Investment Advisors LLC to Brookstone Capital Management LLC
left Jan 2, 2024, registered Feb 17, 2022 (-684 days) · RIA to RIA
Alloy Investment Management to Foundations Investment Advisors LLC
left Dec 18, 2023, registered May 13, 2020 (-1314 days) · Other
Brookstone Asset Management, LLC to Alloy Investment Management
left Dec 31, 2021, registered Apr 28, 2020 (-612 days) · RIA to a state-registered adviser · moved with a team
Brookstone Wealth Advisors, LLC to Brookstone Asset Management, LLC
left Jun 26, 2020, registered Apr 10, 2019 (-443 days) · channel change inside one enterprise, not a move · moved with a team

Signals

Reid Schmideler left Brookstone Capital Management Llc for Cetera Investment Advisers Llc (registered 2024-03-12)
Jan 9, 2024 · Advisor changed firm · fact
Reid Schmideler left Foundations Investment Advisors Llc for Brookstone Capital Management Llc (registered 2022-02-17)
Jan 2, 2024 · Advisor changed firm · fact
Reid Schmideler left Alloy Investment Management for Foundations Investment Advisors Llc (registered 2020-05-13)
Dec 18, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address