Michael Chandler Shively

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 07/2020
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 04/2016 → 01/2020
  Towne Park, Ltd.
  Indianapolis, IN
• 08/2013 → 09/2016
  Pizza Hut
  Logansport, IN
• 02/2018 → 06/2018
  Crew Car Wash
  Indianapolis, IN
• 08/2015 → 12/2018
  Indiana University Purdue University Indianapolis
  Indianapolis, IN
• 08/2023 → 10/2024
  Wellington Wealth Strategies, Llc
  Indianapolis, IN
• 09/2020 → 08/2023
  Guardian Life Insurance Company
  Indianapolis, IN
• 09/2020 → 08/2023
  Park Avenue Securiites
  Indianapolis, IN
• 10/2024 → 05/2025
  The Wellington Grp Llc
  Indianapolis, IN
• 05/2025 → Present
  Corient
  Indianapolis, IN
• 05/2025 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2025-01-03 → 2025-04-18
  Wellington Wealth Strategies, Llc
  Indianapolis, IN
• 2024-10-22 → 2025-04-18
  The Wellington Grp Llc
  Indianapolis, IN
• 2023-09-01 → 2024-12-31
  Wellington Wealth Strategies, Llc
  Indianapolis, IN
• 2021-02-12 → 2023-09-07
  Park Avenue Securities Llc
  Indianapolis, IN
  Indianapolis, IN
• 2019-12-09 → 2020-07-31
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2019-12-09

Other Names

• Michael C Shively