Michael ChaffeeCRD Number: 2898238
Current Firm: Commonwealth Financial Network
Michael Chaffee (CRD# 2898238) is an Investment Advisor Representative working at Commonwealth Financial Network in Stratford, CT and has over 25 years of experience in the finance industry. Michael Chaffee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Springboard Asset Management LLC
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
|Commonwealth Financial Network||Waltham, CT||Mar 2022 - Current||1|
|Mj Chaffee & Associates, Ll||Stratford, CT||Mar 2022 - Current||1|
|Ameriprise Financial Services, Inc.||Stratford, CT||Sep 2005 - Mar 2022||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 1997|
Total Assets Under Management146,387MILLIONS
Total Number of Accounts585,629ACCOUNTS
Average Account Value$249,965
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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