Chad PetersenCRD Number: 7110390
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chad Petersen (CRD# 7110390) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Colleyville, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Bank Of America, N.a.||Fort Worth, TX||Jul 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Worth, TX||Apr 2019 - Current||3|
|Unemployed||Bedford, TX||Sep 2018 - Mar 2019||< 1|
|Life Time Fitness||Colleyville, TX||Oct 2004 - Aug 2018||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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