Chad Cartier, financial advisor Cheshire CT

Chad Cartier

CRD Number: 5390569
Current Firm: Cetera Investment Advisers LLC

Chad Cartier (CRD# 5390569) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheshire, CT and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists LLC Schaumburg, IL Mar 2017 - Current 7
Cetera Investment Advisers, LLC Schaumburg, IL Mar 2017 - Current 7
Pillar Plan Financial Cheshire, CT Nov 2010 - Current 13
Ameritas Life Insurance Corp Lincoln, NE Jan 2015 - Mar 2017 2
Ameritas Investment Corp Lincoln, NE Jan 2011 - Mar 2017 6
Cfs Midwest Lincoln, NE Nov 2010 - Mar 2017 6
Avocar Financial Nashua, NH Nov 2010 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Chad E. Cartier
Phone Number: 888-528-2987
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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