Chad T Willardson
Investment adviser representative at Pacific Capital
9 yearsExperience
2 statesRegistered in
$820.6MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Pacific CapitalNov 2011 to now
- Gradient Securities, LLCApr 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pacific Capital
Legal name: Pacific Capital Wealth Advisors, Inc.
$820.6MAssets managed
78Clients
5Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4670940
- Firm CRD
- 159294