Chad Simon is a registered investment advisor, based in Rochester, MI, with 8 years of industry experience.
Location
950 W. University, Suite 100, Rochester, MI, 48307
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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
Alt Fund Distributors LLC
June 2022 - Present · 3 yrs 11 mos
Alt Fund Distributors LLCBroker
June 2022 - Present · 3 yrs 11 mos
Managed Asset Portfolios, LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Transmarket Group L.L.C.Broker
February 2006 - November 2007 · 1 yr 9 mos
State Registrations3 states
FLILMI
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.