Chad Agnew, financial advisor Chicago IL

Chad Agnew

CRD Number: 4211683
Current Firm: Charles Schwab & Company, Inc.

Chad Agnew (CRD# 4211683) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chicago, IL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Chicago, IL Dec 2018 - Current 2
Charles Schwab Bank Chicago, IL Dec 2018 - Current 2
Td Ameritrade, Inc. Chicago, IL Apr 2017 - Nov 2018 1
Scottrade, Inc. Schaumburg, IL Oct 2016 - Mar 2017 < 1
Unemployed Oak Park, IL Jun 2016 - Oct 2016 < 1
Goldman, Sachs & Company Chicago, IL Dec 2009 - May 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Apr 2003
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Chad W. Agnew
Phone Number: 415-667-7000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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