Chad Thomas Whiteley
Investment adviser representative at Sierra Summit Advisors LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$780.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sierra Summit Advisors LLCOct 2023 to now
- Innovis Asset Management LLCMar 2022 to Mar 2024
- Premier Asset Management LLCOct 2013 to Mar 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sierra Summit Advisors LLC
$780.8MAssets managed
158Clients
3Advisers
3 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
- 7494781
- Firm CRD
- 328151