Chad Errick Valchar
Investment adviser representative at R.I.T. Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$235.4MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- R.I.T. Wealth AdvisorsSep 2026 to now
- Strategic Advisers LLCMar 2025 to Jun 2026
- Fidelity Personal and Workplace AdvisorsMay 2024 to Mar 2025
- Fidelity InvestmentsApr 2024 to Jun 2026
- Edward JonesSep 2019 to Mar 2024
- Goto Social IncApr 2018 to Dec 2020
- Santa Barbara OriginalsFeb 2018 to Dec 2022
- TrackrJul 2017 to Nov 2017
- SuisslyMay 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
R.I.T. Wealth Advisors
Legal name: R.I.T. Wealth Advisors Inc.
$235.4MAssets managed
262Clients
2Advisers
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
- 7169216
- Firm CRD
- 339934