Abraham Chidalek, financial advisor Elgin IL

Abraham Chidalek

CRD Number: 5120825
Current Firm: Avantax Advisory Services

Abraham Chidalek (CRD# 5120825) is an Investment Advisor Representative working at Avantax Advisory Services in Elgin, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services, Inc. Elk Grove Village, IL Oct 2019 - Current 4
Avantax Advisory Services Elk Grove Village, IL Oct 2019 - Current 4
Porte Brown LLC Elk Grove Village, IL Sep 2014 - Current 9
Avantax Insurance Services, Inc. Elk Grove Village, IL Sep 2014 - Current 9
1st Global Capital Corp Elk Grove Village, IL Sep 2014 - Oct 2019 5
1st Global Advisors, Inc. Elk Grove Village, IL Sep 2014 - Oct 2019 5
1st Global Insurance Services, Inc. Dallas, TX May 2008 - Sep 2014 6
1st Global Capital Corp Dallas, TX Sep 2007 - Sep 2014 7
1st Global Advisors, Inc. Dallas, TX Sep 2007 - Sep 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Abraham M. Chidalek
Phone Number: 972-870-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • 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, VT, WA, WI, WV, WY

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