Investment adviser representative · Matisse Capital
Daniel C. Sholian
CRD 1035932 · Portland, OR
At a glance
Daniel C. Sholian is an investment adviser representative with Matisse Capital in Portland, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 1998, about 28 years ago.
Current advisory firm
- Matisse CapitalSince January 2025Portland, OR · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.