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Michael Edward Chadwick

Investment Adviser Representative at FISCAL WISDOM WEALTH MANAGEMENT LLC

Canton, CTCRD #2538140Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
15 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 15 states
CaliforniaConnecticutFloridaGeorgiaKansasMarylandMassachusettsNew JerseyNew YorkNorth CarolinaOhioRhode IslandSouth CarolinaVermontWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/18/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 1/13/1999
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/24/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/26/1994
Series 24
General Securities Principal Examination
Passed 5/25/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Fiscal Wisdom Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FISCAL WISDOM WEALTH MANAGEMENT LLCCurrent
6/12/2019 – Canton, CT
CHADWICK FINANCIAL ADVISORS, LLCCurrent
5/8/2019 – Canton, CT
CLARAPHI ADVISORY NETWORK, LLC
8/8/2019 – 7/29/2020Canton, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
3/28/2005 – 6/4/2019Unionville, CT
THE PUTNEY FINANCIAL GROUP, REGISTERED INVESTMENT ADVISORS
5/8/2019 – 6/3/2019Unionville, CT
PORTSMOUTH FINANCIAL SERVICES
5/7/2019 – 5/21/2019Canton, CT
CAMBRIDGE INVESTMENT RESERARCH, INC.
3/15/2005 – 3/28/2005Unionville, CT
PARK AVENUE SECURITIES LLC
1/10/2002 – 3/18/2005Farmington, CT

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View FISCAL WISDOM WEALTH MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Edward Chadwick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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