Chad Romney, financial advisor Salt Lake City UT
93 score

Chad Romney

CRD Number: 5424217
Current Firm: Strategic Advisers, Inc.

Chad Romney (CRD# 5424217) 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.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Salt Lake City, UT Aug 2007 - Current 9
Medical Associates Of Salt Lake Salt Lake City, UT Jan 2006 - Aug 2007 1
University Of Utah Salt Lake City, UT Aug 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Chad M. Romney
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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