Scott Daniel Graziano
Investment adviser representative at Chicago Investment Advisory Council, Inc.
11 yearsExperience
1 stateRegistered in
$230MFirm assets
5 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
11 years in the industry.
- Chicago Investment Advisory Council, Inc.Aug 2026 to now
- J.W. Cole Advisors, Inc.Sep 2025 to now
- J.W. Cole Financial, Inc.Jul 2024 to now
- UnemployedApr 2024 to Jul 2024
- Dynamic Health AllianceJan 2024 to Apr 2024
- Floor&decorJul 2023 to Dec 2023
- UnemployedApr 2023 to Jul 2023
- MenardsAug 2022 to Apr 2023
- College/unemployedAug 2018 to Aug 2022
- Vector MarketingJun 2017 to Aug 2018
- School/unemployedSep 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chicago Investment Advisory Council, Inc.
$230MAssets managed
1,105Clients
5Advisers
5 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
- 7961088
- Firm CRD
- 123243