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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+)
CS

Chadd Simeon Peachey

Arizona·CRD #7131539
Dual-registered

Dual-registered at DECISIONPOINT FINANCIAL, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Fee
AUM / Hourly
View profile
CD

Chad Dustin Shaddox

Kansas·CRD #4540332
Dual-registered

Dual-registered at &PARTNERS

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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CE

Chad Eberly

Maryland·CRD #5732578
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Flat Fee
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CE

Chad E Clark

District Of Columbia·CRD #3080466
Dual-registered

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

Experience
28 yrs
States
2
Exams
6
Since
1998
Est. fee
AUM / Commission / Flat Fee
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CE

Chad Edward Bentley

Kentucky·CRD #3193227
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CE

Chad Edward Chase

Kansas·CRD #6612151
IA Rep

Investment Adviser Rep at CGN ADVISORS, LLC

Experience
10 yrs
States
2
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CE

Chad Edward Edel

Ohio·CRD #6385889
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
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CE

Chad Edward Lange

Alabama·CRD #8162009
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
1 yrs
States
4
Exams
3
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
CE

Chad Edward Teders

Indiana·CRD #2764679
Dual-registered

Dual-registered at &PARTNERS

Experience
28 yrs
States
2
Exams
7
Since
1998
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
CE

Chad Edward Tepe

Kansas·CRD #4206690
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Chad E Labenz

Florida·CRD #4415958
Dual-registered

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

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Chad Elmer Barton

Georgia·CRD #5238582
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CE

Chad E O'Neil

Massachusetts·CRD #6669207
Dual-registered

Dual-registered at GW&K INVESTMENT MANAGEMENT, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
View profile
CE

Chad Eric Hassinger

Illinois·CRD #2226955
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
34 yrs
States
2
Exams
4
Since
1992
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CE

Chad E Stimpson

Colorado·CRD #6741336
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Chad Eugene Cole

Idaho·CRD #4724564
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CE

Chad Evans Foster

North Carolina·CRD #5195729
Dual-registered

Dual-registered at MODERA WEALTH MANAGEMENT, LLC

Experience
15 yrs
States
1
Exams
2
Since
2011
Fee
AUM / Hourly / Flat Fee
View profile
CE

Chad Everett Hileman

Pennsylvania·CRD #6182739
IA Rep

Investment Adviser Rep at GIBSON CAPITAL, LLC

Experience
13 yrs
States
1
Exams
1
Since
2013
Fee
AUM / Hourly / Flat Fee
Minimum
$3.0M
View profile
CF

Chad Faulkenberry

Florida·CRD #4827957
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CF

Chad Feucht

Florida·CRD #2562148
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
3
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CG

Chad Gregory Bollenbach

California·CRD #4486843
Dual-registered

Dual-registered at CANTERBURY CONSULTING INCORPORATED

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Flat Fee / Performance-based
View profile
CG

Chad Gregory Greenholtz

Florida·CRD #5943618
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
15 yrs
States
2
Exams
7
Since
2011
Est. fee
AUM / Flat Fee
View profile
CG

Chad Gregory Hume

Colorado·CRD #6846572
IA Rep

Investment Adviser Rep at CAPITAL ASSET MANAGEMENT, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
CG

Chad Gregory Lewis

Iowa·CRD #7163486
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
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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