Chad WickliffeCRD Number: 3083671
Current Firm: Shelton Capital Management
Chad Wickliffe (CRD# 3083671) is an Investment Advisor Representative working at Shelton Capital Management in Greenwich, CT and has over 19 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
|Shelton Capital Management||Greenwich, CT||Jan 2018 - Current||< 1|
|Unemployed||Monroe, NJ||Aug 2017 - Dec 2017||< 1|
|Morgan Stanley Distribution, Inc.||Monroe, NJ||Jun 2014 - Jul 2017||3|
|Altegris Investments, Inc.||La Jolla, CA||Dec 2013 - May 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||May 2006 - Nov 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management1,849MILLIONS
Total Number of Accounts923ACCOUNTS
Average Account Value$2,002,931
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
CA, CO, CT, FL, IL, MA, MD, MI, MN, NY, OH, OK, OR, PA, TX, WA
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