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Chad Douglas Naylor

Naylor & Co.

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About Chad Douglas Naylor

Chad Douglas Naylor is a registered Investment Advisor Representative. Naylor has been in the industry since January 2003 and is currently registered with Naylor & Co. in California and Texas. Naylor has passed the Uniform Investment Adviser Law Examination (Series 65). Naylor has experience working with both high-net-worth individuals and individuals other than high-net-worth individuals. Naylor is also experienced in providing financial planning services to individuals and pension consulting services.

Firm Information

Chad Naylor is currently registered with Naylor & Co.. Naylor & Co. is an investment advisor with 3 investment adviser representatives. They manage $75,541,962 in regulatory assets under management. The firm offers a variety of advisory services, including pension consulting, selection of other advisers, and portfolio management for individuals. The firm has a total of 247 client accounts, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

$75.54M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Naylor’s Registration & Firm History

CA

09/16/2021 - Present

Naylor & Co. (ORINDA CA)

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Licenses & Designations

IA

Issued 12/20/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Douglas Naylor.
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