Chad Joseph Nichter
Investment adviser representative at Newedge Advisors
8 yearsExperience
2 statesRegistered in
$43.2BFirm assets
12 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- LPL FinancialDec 2024 to now
- Newedge Advisors, LLC.Mar 2022 to now
- Newedge Securities IncAug 2024 to Nov 2024
- LPL Financial LLCMar 2022 to Aug 2024
- Sanctuary WealthApr 2021 to Feb 2022
- Wells Fargo Clearing Services, LLCJan 2017 to Apr 2021
- Foresters Financial ServicesMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IN, NV).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 5902865
- Firm CRD
- 171351