Chad Colbert is a CFA, CFP-designated registered investment advisor, based in Liverpool, NY, with 22 years of industry experience.
Location
404 Old Liverpool Road, Liverpool, NY, 13088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad works as a lecturer at SUNY Canton and as an employee for the Town of Stockholm, dedicating about half his time and about 10-20% of his time respectively. He also works as an advisory representative of a RIA with CIRA, taking about half of Chad's time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Community Investment Services, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations2 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.