Chadwick Albano, financial advisor Waukesha WI

Chadwick Albano

CRD Number: 4659590
Current Firm: Global View Capital Management LLC

Chadwick Albano (CRD# 4659590) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, LLC Waukesha, WI Jan 2014 - Current 10
Global View Capital Advisors, LLC Waukesha, WI May 2013 - Current 10
Global View Capital Insurance Services, LLC Waukesha, WI Nov 2010 - Current 13
Robert Half International - Accountemps Milwaukee, WI Aug 2006 - Dec 2017 11
Purshe Kaplan Sterling Investments Albany, NY Jan 2014 - Sep 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Jul 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Chadwick B. Albano
Phone Number: 262-650-1030
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

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