Chad Tom, financial advisor Zanesville OH
93 score

Chad Tom

CRD Number: 3021957
Current Firm: Stratos Wealth Partners, Ltd

Chad Tom (CRD# 3021957) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Zanesville, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners Zanesville, OH Jan 2015 - Current 1
Lpl Financial, LLC Zanesville, OH Dec 2014 - Current 2
The Huntington Investment Company Columbus, OH Apr 2008 - Dec 2014 6
Huntington National Bank Zanesville, OH May 2006 - Dec 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Chad A. Tom
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,439
    ACCOUNTS
  • Average Account Value
    $188,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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