Chad Bollenbach, financial advisor Newport Beach CA
93 score

Chad Bollenbach

CRD Number: 4486843
Current Firm: Canterbury Consulting Incorporated

Chad Bollenbach (CRD# 4486843) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 14 years of experience in the finance industry.

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Asset Planning, Inc.
Company Name Location Dates Years
Canterbury Consulting Incorporated Newport Beach, CA Jul 2013 - Current 3
Unemployed Costa Mesa, CA Mar 2013 - Jun 2013 < 1
Capital Group Irvine, CA Sep 2012 - Feb 2013 < 1
Capital Group Los Angeles, CA Jan 2006 - Aug 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Chad G. Bollenbach
Phone Number: 949-721-9580
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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

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