Chad Dziedzic is a registered investment advisor at Blackrock Financial Management, INC, based in Frisco, TX, with 24 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,309 clients with $1300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
IM Fee
Planning only
Assets Under Management
$1327.9B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Frisco, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Investments, LLC
May 2011 - Present · 14 yrs 11 mos
Blackrock Financial Management, INC
May 2011 - Present · 14 yrs 11 mos
Blackrock Investments, LLCBroker
May 2011 - Present · 14 yrs 11 mos
Previous Registrations
Invesco Advisers, INC.
January 2010 - April 2011 · 1 yr 3 mos
Invesco Aim Private Asset Management, INC.
August 2005 - January 2010 · 4 yrs 5 mos
Invesco Distributors, INC.Broker
April 2001 - April 2011 · 10 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.