Chad AlderCRD Number: 5424005
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chad Alder (CRD# 5424005) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 9 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|Bank Of America, N.a.||Chandler, AZ||Dec 2013 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Oct 2012 - Current||5|
|Alder Financial Services||Mesa, AZ||Jun 2010 - Oct 2012||2|
|Allstate Insurance Company||Mesa, AZ||Sep 2010 - Nov 2011||1|
|Allstate Insurance||Mesa, AZ||Sep 2010 - Nov 2011||1|
|Chase Investment Services||Austin, TX||Sep 2007 - Jun 2010||2|
|Jpmorgan Chase Bank||Austin, TX||Sep 2007 - Jun 2010||2|
|Jp Morgan Chase||Round Rock, TX||Sep 2007 - Jun 2010||2|
|Wells Fargo Bank Na||Georgetown, TX||Aug 2006 - Sep 2007||1|
|Wells Fargo Bank||Georgetown, TX||Aug 2006 - Sep 2007||1|
|All In Entertainment||Flagstaff, AZ||Oct 2005 - Aug 2006||< 1|
|Northern Arizona University||Flagstaff, AZ||Aug 2001 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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