DFX Intelligence
Advisors
Advisors registered through Fiducient Advisors LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
61 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Shreya Seemakurty Chartered Financial Analyst | Fiducient Advisors LLC mixed wealth | Chicago, Il | Feb 24, 2023 | 13 y | 0 | 2 |
| Matthew Tyson Smith Chartered Financial Analyst | Fiducient Advisors LLC mixed wealth | Chicago, Il | Jan 12, 2021 | 16 y | 3 | 1 |
| Vincent Michael Smith | Fiducient Advisors LLC mixed wealth | Providence, Ri | Jul 3, 2024 | 26 y | 3 | 1 |
| S•••••• W••••• S•••••• | F•••••••• A••••••• L•• mixed wealth | Chicago, Il | Aug 30, 2024 | 33 y | 0 | 1 |
| M•••••• J••••• S•••••••• Chartered Financial Analyst | F•••••••• A••••••• L•• mixed wealth | Chicago, Il | Aug 16, 2022 | 11 y | 0 | 1 |
| D•••• M•••••• T•••• Certified Financial Planner | F•••••••• A••••••• L•• mixed wealth | Chicago, Il | Mar 22, 2018 | 21 y | 6 | 2 |
| C••• A•••• T•••••• Certified Financial Planner | F•••••••• A••••••• L•• mixed wealth | Chicago, Il | Apr 16, 2009 | 27 y | 1 | 2 |
| A•••••• J••• T•••••••• Chartered Financial Analyst | F•••••••• A••••••• L•• mixed wealth | Chicago, Il | Jan 12, 2021 | 23 y | 2 | 1 |
| B•••• M•••••• W•••• | F•••••••• A••••••• L•• mixed wealth | Chicago, Il | Jan 25, 2024 | 24 y | 0 | 2 |
| L••••• A•• W•••••• | F•••••••• A••••••• L•• mixed wealth | Chicago, Il | May 18, 2022 | 30 y | 2 | 2 |
| A•••• O•••••••• W••••• Certified Financial Planner | F•••••••• A••••••• L•• mixed wealth | Chicago, Il | May 11, 2018 | 16 y | 2 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 2 of 2Previous