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Chad Eric Neely

Pruco Securities, LLC

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About Chad Eric Neely

Chad Neely is a financial advisor with Pruco Securities, LLC. Chad has been in the financial industry since May 20, 2016 and is registered to provide investment advice in North Carolina. Chad has been with Pruco Securities, LLC since August 2024. Chad has been a financial advisor for over 13 years. Previously, Chad worked at Principal Securities, Inc., Mutual of Omaha Investor Services, Inc., and TIAA-CREF Individual & Institutional Services, LLC. Chad has a variety of experience in the financial industry and is committed to providing his clients with the best possible service.

Firm Information

Chad Neely is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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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selection of other advisors

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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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other

Compensation from lpl enterprise, llc

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Chad Neely’s Registration & Firm History

NC

08/30/2024 - Present

Pruco Securities, LLC (CHARLOTTE NC)

NC

11/18/2019 - 08/04/2023

PRINCIPAL SECURITIES, INC. (Indian Trail NC)

NC

06/07/2019 - 11/12/2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CHARLOTTE NC)

NC

04/07/2014 - 05/23/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 04/20/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/07/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Eric Neely.
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