Daniel C. Sholian

MATISSE CAPITAL

Portland, OR 97224

Some features on this profile are disabled

CRD#: 1035932

Professional summary

Daniel Creston Sholian, who also goes by Dan Sholian, is a registered financial advisor currently at MATISSE CAPITAL located in Portland, Oregon.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Daniel has worked at 10 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Sholian

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Creston Sholian's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 24, 2010 - Present

MATISSE CAPITAL

Office #1: 15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224

RIA

CRD#: 155424

Portland, OR

Past

March 6, 2006 - November 23, 2011

DESCHUTES INVESTMENT ADVISORS, INC.

RIA

CRD#: 109491

PORTLAND, OR

Past

August 31, 2004 - December 31, 2005

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

Past

August 8, 2002 - August 31, 2004

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

January 4, 1999 - August 5, 2002

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

March 1, 1998 - December 31, 2004

DESCHUTES INVESTMENT ADVISORS, INC.

RIA

CRD#: 109491

PORTLAND, OR

Past

April 2, 1997 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

October 7, 1993 - March 31, 1997

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

June 9, 1987 - September 24, 1993

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

November 29, 1983 - May 13, 1987

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

March 30, 1982 - November 29, 1983

FOSTER & MARSHALL INC.

CRD#: 321

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATISSE CAPITAL

DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC

CRD#: 155424 / SEC#: 801-72004

RIA

Registered Investment Advisory firm - (11/23/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(11/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/26/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/20/1982

General Securities Representative Examination

Current Firm

MATISSE CAPITAL

DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC

CRD#: 155424 / SEC#: 801-72004

RIA

Registered Investment Advisory firm - (11/23/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224

Mailing Address

Phone number

(503) 210-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATISSE ADV PART 2A AND 2B (3/27/2025)

Regulatory assets under management

Total Number of Accounts	738
AUM (Assets Under Management)	$ 1,501,860,305

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Robert Morrison

CROSS FINANCIAL ADVISORS

IAR

Beaverton, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel C. Sholian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Creston Sholian's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESCHUTES INVESTMENT ADVISORS, INC.

KMS FINANCIAL SERVICES, INC.

CANTELLA & CO., INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

DESCHUTES INVESTMENT ADVISORS, INC.

ROBERT THOMAS SECURITIES, INC

DAIN RAUSCHER INCORPORATED

WELLS FARGO INVESTMENTS, LLC

DREXEL BURNHAM LAMBERT INCORPORATED

FOSTER & MARSHALL INC.

Primary Firm SEC Registration

MATISSE CAPITAL

State Registrations and Notice Filings

Exams

Series 63

Date: 4/26/1982

Series 7

Date: 3/20/1982

Current Firm

MATISSE CAPITAL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATISSE CAPITAL

TRUST BUT VERIFY

Similar Advisors