Chad Bell is a CFP-designated registered investment advisor at Osaic Institutions, INC., based in Meriden, CT, with 25 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
538 Preston Avenue, Meriden, CT, 06450-4858
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Chad is involved in several outside business activities, including Seizan Capital LLC (venture capital and commercial property investments), Green Mountain Ice LLC (retail ice business), Hungerford Terrace (residential rental units), Seizan Capital Foundation (financial literacy), SC Packard LLC (commercial property), Green Mountain Water Proofing (residential waterproofing), and Seizan Capital College Street, LLC (residential rental units). These activities take up varying amounts of Chad's time, from minimal to about 10-20% of his time.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Csfbdirect, INC.Broker
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.