Chad HatchCRD Number: 5414678
Current Firm: Strategic Advisers, Inc.
Chad Hatch (CRD# 5414678) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Jul 2007 - Current||9|
|Salt Lake Community College||Salt Lake City, UT||Jan 2007 - May 2009||2|
|Discover Financial Ser||West Valley City, UT||Oct 2006 - Jul 2007||< 1|
|Applebees||West Bountiful, UT||Aug 2006 - Dec 2006||< 1|
|The Church Of Jesus Christ Of Latter-day Saints||Santa Rosa, CA||Aug 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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