Chad RestoriCRD Number: 5594598
Current Firm: Hefren-tillotson, Inc.
Chad Restori (CRD# 5594598) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 4 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Hefren-tillotson, Inc.||Pittsburgh, PA||Feb 2011 - Current||5|
|Unemployed||Pittsburgh, PA||Jun 2010 - Jan 2011||< 1|
|Coastal Carolina University||Conway, SC||Aug 2006 - May 2010||3|
|Citigroup||Fort Lauderdale, FL||Jan 2009 - Jul 2009||< 1|
|Merrill Lynch||Myrtle Beach, SC||Sep 2008 - Dec 2008||< 1|
|Rolls Royce Corporation||Indianapolis, IN||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management5,841MILLIONS
Total Number of Accounts19,042ACCOUNTS
Average Account Value$306,765
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV