Chad Lojewski
Chad Lojewski is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Wilkes-Barre, PA, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
670 North River Street, Suite 400, Wilkes-Barre, PA, 18705
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
August 2004Other Business Activities
Chad is a volunteer board member at Rocky Boxing Club, a non-profit gym, spending minimal time helping with community outreach. He is also the president of Lake Walter Land Association, a homeowner's association, dedicating minimal time to overseeing community property maintenance.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations24 states
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.