MC
CFP · ChFC
MC
CFP · ChFC
Michael Chadwick is a CFP, ChFC-designated registered investment advisor, based in Canton, CT, with 31 years of industry experience.
Location
61 Maple Avenue, Canton, CT, 06019
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2024Settled
Customer Dispute
January 2024Settled
Other Business ActivitiesSells Insurance
Michael sells life, disability, health, and long-term care insurance products through various independent insurance companies, dedicating a few hours per week. He is also involved in a property holding company, Chadwick Financial Advisors LLC, Fiscal Wisdom Wealth Management, college counseling, a farm business, and estate transfer services.
Employment History
Current Registrations
Arete Wealth Management, LLC
September 2024 - Present · 1 yr 7 mos
Arete Wealth Management, LLCBroker
September 2024 - Present · 1 yr 7 mos
Fiscal Wisdom Wealth Management LLC
June 2019 - Present · 6 yrs 10 mos
Chadwick Financial Advisors, LLC
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
Claraphi Advisory Network, LLC
August 2019 - July 2020 · 11 mos
The Putney Financial Group, Registered Investment Advisors
May 2019 - June 2019 · 1 mo
Portsmouth Financial Services
May 2019 - May 2019 · 0 mos
Portsmouth Financial ServicesBroker
May 2019 - December 2024 · 5 yrs 7 mos
Cambridge Investment Research Advisors, INC.
March 2005 - June 2019 · 14 yrs 3 mos
Cambridge Investment Research, INC.Broker
March 2005 - June 2019 · 14 yrs 3 mos
Cambridge Investment Reserarch, INC.
March 2005 - March 2005 · 0 mos
Park Avenue Securities LLC
January 2002 - March 2005 · 3 yrs 2 mos
Park Avenue Securities LLCBroker
May 1999 - March 2005 · 5 yrs 10 mos
Guardian Investor Services CorporationBroker
April 1995 - May 1999 · 4 yrs 1 mo
Metlife Securities INC.Broker
September 1994 - April 1995 · 7 mos
Metropolitan Life Insurance CompanyBroker
September 1994 - April 1995 · 7 mos
State Registrations15 states
CACTFLGAKSMAMDNCNJNYOHRISCVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.