Chad Edward Vergason
Investment adviser representative at Siler Wealth Management
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$188.6MFirm assets
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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
- Seminars and workshops
Experience
18 years in the industry.
- Cev Financial Ventures, LLCJan 2025 to now
- Siler Wealth ManagementFeb 2023 to now
- Sdr Investment Management, Inc.Jan 2023 to now
- International Assets Advisory, LLCJan 2023 to May 2023
- Sync Insurance & Financial ServicesJun 2019 to Aug 2020
- Principal Life Insurance CompanyAug 2018 to Dec 2022
- Principal Securities IncAug 2018 to Dec 2022
- Thompson Insurance & Financial dba Sync InsuranceJan 2018 to Dec 2023
- Berkshire Hathaway HomeservicesMay 2017 to Jan 2018
- The Knights PubAug 2013 to Aug 2017
- StudentJan 2008 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Siler Wealth Management
Legal name: Sdr Investment Management, Inc.
$188.6MAssets managed
664Clients
5Advisers
Under 1 yearIn 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
- 7010713
- Firm CRD
- 108682