Chad Fischman, financial advisor Boca Raton FL
90 score

Chad Fischman

CRD Number: 5988054
Current Firm: Raymond James & Associates, Inc.

Chad Fischman (CRD# 5988054) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boca Raton, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates Boca Raton, FL Oct 2011 - Current 5
Unemployed Jupiter, FL Aug 2011 - Oct 2011 < 1
Axa Gainsville, FL Jan 2011 - May 2011 < 1
Full Time Student Jupiter, FL Oct 2001 - Jan 2011 9
Leonard S Fischman, Cpa Jupiter, FL May 2010 - Aug 2010 < 1
Max's Grille Palm Beach Gardens, FL Mar 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Chad M. Fischman
Phone Number: 727-567-1000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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