linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chad Thomas Whiteley

Sierra Summit Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chad? Claim Your Profile

About Chad Thomas Whiteley

Chad Whiteley is a Chartered Financial Analyst registered with the state of Illinois as an Investment Advisor Representative. Chad is currently affiliated with Sierra Summit Advisors LLC, which is a registered investment advisor firm. Chad also has prior work experience with Premier Asset Management LLC and Innovis Asset Management LLC.

Firm Information

Chad Whiteley is currently registered with Sierra Summit Advisors LLC. Sierra Summit Advisors LLC is an investment advisor registered with the SEC. The firm has 3 investment advisory functions and 2 adviser reps for other investment advisers. They advise individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $425 million in assets and provides financial planning and selection of other advisors services.

$425.00M

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chad Whiteley’s Registration & Firm History

NV

03/05/2024 - Present

Sierra Summit Advisors LLC (INCLINE VILLAGE NV)

Not sure if Chad Thomas Whiteley is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Thomas Whiteley.
Not sure if Chad Thomas Whiteley is right for you?