Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Thomas Feilke is a registered investment advisor representative with Macquarie Investment Management Business Trust. Chad has been in the financial services industry for over 20 years and holds a Series 7, Series 31, Series 63, and Series 65 license. Chad has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lazard Asset Management Securities LLC, and IVY DISTRIBUTORS, INC. Chad works with a variety of clients, including individuals, families, trusts, corporations, and institutions. Chad provides investment advice and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
08/18/2023 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
CA
04/13/2020 - 08/15/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
01/16/2018 - 04/09/2020
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
KS
12/10/2009 - 01/17/2018
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
12/10/2009 - 01/17/2018
WADDELL & REED (OVERLAND PARK KS)
NY
07/19/2006 - 11/12/2009
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
TX
07/01/2004 - 07/12/2006
HINES REAL ESTATE SECURITIES, INC. (HOUSTON TX)
NY
08/31/2000 - 05/16/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
VA
06/25/1999 - 08/02/2000
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
TN
05/20/1998 - 06/21/1999
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
IA
Issued 04/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Feilke is the right advisor for you? Invested Better is here to help.
