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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CA

Chad Allen Demarre

Illinois·CRD #6137756
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Chad Allen Gough

California·CRD #5830799
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
10 yrs
States
7
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CA

Chad Allen Leigh

Colorado·CRD #2616381
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Chad Allen McMullin

Iowa·CRD #5228530
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
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CA

Chad Allen Rudy

Oklahoma·CRD #5729928
IA Rep

Investment Adviser Rep at RETIREMENT INVESTMENT ADVISORS INC

Experience
17 yrs
States
2
Exams
2
Since
2009
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
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CA

Chad Allen Stafko

Colorado·CRD #4582819
Dual-registered

Dual-registered at ASSOCIATED INVESTMENT SERVICES, INC.

Experience
14 yrs
States
7
Exams
4
Since
2012
Fee
AUM
View profile
CA

Chad Allen Tischer

Illinois·CRD #3229140
Dual-registered

Dual-registered at FIDUCIENT ADVISORS LLC

Experience
17 yrs
States
2
Exams
2
Since
2009
Est. fee
AUM / Flat Fee / Performance-based
View profile
CA

Chad Allen Tom

Maryland·CRD #3021957
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
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CA

Chad Andrew Baxter

Ohio·CRD #6218834
Dual-registered

Dual-registered at CX INSTITUTIONAL, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$5k
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CA

Chad Andrew Goldberg

District Of Columbia·CRD #5636288
IA Rep

Investment Adviser Rep at MARSHFIELD ASSOCIATES

Experience
16 yrs
States
3
Exams
1
Since
2010
Est. fee
AUM / Performance-based
Minimum
$1.0M
View profile
CA

Chad Andrew Orth

Texas·CRD #3227329
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Chad Andrew Pannell

New Jersey·CRD #4163727
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
26 yrs
States
4
Exams
7
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Chad Anthony Fedrick

Texas·CRD #7027081
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
CA

Chad Anthony Klages

Maryland·CRD #6861507
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Chad Ashley Morganlander

New Jersey·CRD #2363211
Dual-registered

Dual-registered at WASHINGTON CROSSING ADVISORS LLC

Experience
33 yrs
States
1
Exams
4
Since
1993
Est. fee
AUM
Minimum
$25k
View profile
CA

Chad Austin Kennedy

Arkansas·CRD #7140393
Dual-registered

Dual-registered at WATERLOO CAPITAL

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
View profile
CA

Chad A Wolcott

California·CRD #3179108
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
27 yrs
States
2
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Chad Benjamin Friedman

Pennsylvania·CRD #5498283
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
CB

Chad Benjamin Peters

Colorado·CRD #4042705
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
27 yrs
States
3
Exams
5
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Chad Benoit

California·CRD #5822219
IA Rep

Investment Adviser Rep at MADISON AVENUE SECURITIES, LLC

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CB

Chad B Gerber

Connecticut·CRD #6272082
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
4
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Chad Brian Humphrey

Illinois·CRD #4848944
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
19 yrs
States
2
Exams
7
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CB

Chad Brown

Connecticut·CRD #6131357
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Chad C. Clark

Texas·CRD #5057668
Dual-registered

Dual-registered at REDEMPTION CAPITAL

Experience
21 yrs
States
1
Exams
7
Since
2005
Est. fee
AUM / Hourly
Minimum
$5k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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