Chad Whitzel (CRD# 7845534) is an Investment Advisor Representative working at Curio Wealth, LLC in Annapolis, MD and has 1 year of experience in the finance industry. Chad Whitzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Curio Wealth, LLC | Annapolis, MD | Jan 2024 - Current | < 1 |
| Annapolis Financial Services, LLC | Annapolis, MD | Nov 2021 - Dec 2023 | 2 |
| Church Of The Brethren | Elgin, IL | Jul 2020 - Aug 2021 | 1 |
| Commonwealth Of Virginia | Richmond, VA | Jun 2019 - Jul 2020 | 1 |
| Bridgewater College | Bridgewater, VA | Aug 2016 - Jun 2019 | 2 |
| Ynbp Cpas | Harrisonburg, VA | Jan 2018 - Apr 2018 | < 1 |
| Jsk Financial Services, LLC | Annapolis, MD | Jul 2017 - Aug 2017 | < 1 |
| Chick-fil-a | Easton, MD | Jun 2016 - Aug 2016 | < 1 |
| Chesapeake College | Wye Mills, MD | Jan 2016 - Aug 2016 | < 1 |
| Accounting Strategies Group | Preston, MD | Jan 2014 - Apr 2016 | 2 |
| Salisbury University | Salisbury, MD | Aug 2015 - Jan 2016 | < 1 |
| Garden Treasures | Easton, MD | Jan 2013 - Aug 2015 | 2 |
| Easton High School | Easton, MD | Aug 2011 - May 2015 | 3 |
- VA
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Total Assets Under Management331MILLIONS
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Total Number of Accounts1,044ACCOUNTS
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Average Account Value$316,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, DE, FL, MA, MD, NC, NY, PA, TX, VA
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