Chad Trevithick is a CFP-designated registered investment advisor, based in Raleigh, NC, with 22 years of industry experience.
Location
7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617
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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.
Learn about disclosures →Employment History
Current Registrations
Modern Capital Securities INC.Broker
December 2025 - Present · 9 mos
Summit Financial, LLC
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Liberty Partners Financial Services, LLCBroker
November 2019 - October 2025 · 5 yrs 11 mos
Southeast Financial Group
February 2018 - December 2024 · 6 yrs 10 mos
LPL Financial LLCBroker
January 2018 - September 2019 · 1 yr 8 mos
Bb&t Investment Services, INC.
October 2015 - December 2017 · 2 yrs 2 mos
Bb&t Investment Services, INC.Broker
October 2015 - December 2017 · 2 yrs 2 mos
LPL Financial LLC
September 2012 - October 2015 · 3 yrs 1 mo
LPL Financial LLCBroker
September 2012 - October 2015 · 3 yrs 1 mo
New England Securities Corporation
January 2010 - September 2012 · 2 yrs 8 mos
New England SecuritiesBroker
November 2009 - September 2012 · 2 yrs 10 mos
Money Concepts Capital CORP
April 2007 - October 2009 · 2 yrs 6 mos
Money Concepts Capital CORPBroker
April 2007 - October 2009 · 2 yrs 6 mos
Nylife Securities LLCBroker
September 2006 - April 2007 · 7 mos
Ids Life Insurance CompanyBroker
July 2003 - May 2006 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
July 2003 - May 2006 · 2 yrs 10 mos
Ameriprise Financial Services, INC.
July 2003 - May 2006 · 2 yrs 10 mos
State Registrations1 state
NC
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.