Michael Christopher Shaver
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Independent Solutions Wealth Management, LLCSep 2025 to now
- Project TeachFeb 2020 to now
- University at Buffalo Primary Care Research InstituteJun 2022 to Jul 2024
- Buffalo Medical GroupJan 2021 to Nov 2024
- University of BuffaloJan 2018 to Feb 2023
- Erie Community CollegeSep 2017 to Dec 2017
- T.K. ValetAug 2017 to Feb 2020
- Joe Basil ChevroletApr 2016 to Feb 2018
- Lancaster Central High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Independent Solutions Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8060404
- 144733