Chad Ziegler, financial advisor Salt Lake City UT

Chad Ziegler

CRD Number: 4366138
Current Firm: Fidelity Personal And Workplace Advisors

Chad Ziegler (CRD# 4366138) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Salt Lake City, UT Feb 2001 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Chad D. Ziegler
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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