Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Marriott is a financial advisor registered with CWM, LLC. Chad has been in the industry since 2016 and has been registered with CWM, LLC since 2022. Chad is a Certified Financial Planner and has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Chad's current registrations include a Registered Representative in Michigan. Chad is a member of the CFP Board and is a member of the National Association of Personal Financial Advisors. Chad has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Chad provides financial planning, portfolio management for individuals, and selection of other advisors. Chad's office is located in Brighton, Michigan.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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2
MI
11/14/2024 - Present
CWM, LLC (Brighton MI)
Active
Inactive
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