Chadwick Financial Advisors, LLC

Overview

Chadwick Financial Advisors, LLC is a state registered investment adviser based in Collinsville, CT, registered since 2019. It has 1 investment adviser representatives.

Employees

3

Advisory reps

1

Registered since

2019

Jurisdictions

1

As reported in the firm's March 2023 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Michael Edward Chadwick Chief Compliance Officer, Managing Member, Ia Representative CRD 2538140

Advisory reps 1 of 1

• Michael E Chadwick Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2538140

Location

Headquarters

61 Maple Ave
Collinsville, CT 06019

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: fiscalwisdom.com

Every state, with registration dates

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