Chad Edel, financial advisor Findlay OH
88 score

Chad Edel

CRD Number: 6385889
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chad Edel (CRD# 6385889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Findlay, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Findlay, OH Oct 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Findlay, OH Aug 2014 - Current 2
Welch Packaging Columbus Columbus, OH May 2009 - Aug 2014 5
Tri-cor, LLC Lakewood, OH Nov 2007 - May 2009 1
Lonestar Steakhouse Findlay, OH May 2006 - Nov 2007 1
Bowling Green State University Bowling Green, OH Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Chad E. Edel
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 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)
  • 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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