Michael Chadwick (CRD# 2538140) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 25 years of experience in the finance industry. Michael Chadwick 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.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Portsmouth-smartlife Financial Group, LLC | Atlanta, GA | Jan 2021 - Current | 3 |
Chadwick Financial Advisors, LLC | Canton, CT | May 2019 - Current | 4 |
Portsmouth Financial Services | Unionville/thomaston, CT | May 2019 - Current | 4 |
Michael Chadwick - Sole Proprietor | Unionville, CT | Jun 1994 - Current | 29 |
Smartlife Financial Group | Unionville/thomaston, CT | Jun 2019 - Jan 2021 | 1 |
Claraphi Advisory Network, LLC | Laguna Hills, CA | Jul 2019 - Jul 2020 | 1 |
Putney Financial Group | Unionville, CT | May 2019 - Jun 2019 | < 1 |
Cambridge Investment Research,inc | Unionville, CT | Mar 2005 - Jun 2019 | 14 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2005 - Jun 2019 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1999 |
S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- CT
- FL
- GA
- MD
- NC
- OH
- VT
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Total Assets Under Management214MILLIONS
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Total Number of Accounts2,064ACCOUNTS
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Average Account Value$103,582
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA
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