Chad Gordon, financial advisor Centennial CO

Chad Gordon

CRD Number: 4621788
Current Firm: Greenstar Advisors

Chad Gordon (CRD# 4621788) is an Investment Advisor Representative working at Greenstar Advisors in Centennial, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Greenstar Advisors Centennial, CO Oct 2017 - Current 6
Purshe Kaplan Sterling Investments Centennial, CO Oct 2017 - Current 6
Independent Financial Partners Centennial, CO Jun 2014 - Oct 2017 3
Lpl Financial LLC Greenwood Village, CO Aug 2010 - Oct 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Chad R. Gordon
Phone Number: 720-936-1606
Registered State(s):
  • CO
Current Firm Details
Greenstar Advisors
Firm's CRD Number: 289373
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $355,135
Compensation Options
  • A percentage of assets under your management
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
  • Educational seminars/workshops
Types of Clients
Registered States

CO

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