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Chad Nichter

14 Years of Experience
Noblesville, IN
Broker

Chad Nichter is a registered investment advisor at LPL Financial LLC, based in Noblesville, IN, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Noblesville, IN

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History

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.

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Other Business Activities

Chad operates his LPL business through NewEdge Advisors, dedicating full-time hours to this endeavor. He also provides investment advisory services through NewEdge Advisors as a Registered Investment Advisor Hybrid, spending full-time hours on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2024 - Present · 1 yr 9 mos
Newedge Advisors
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Newedge Securities LLCBroker
August 2024 - November 2024 · 3 mos
LPL Financial LLCBroker
March 2022 - August 2024 · 2 yrs 5 mos
Sanctuary Advisors, LLC
April 2021 - February 2022 · 10 mos
Sanctuary Securities, INC.Broker
April 2021 - February 2022 · 10 mos
Wells Fargo Clearing Services, LLC
October 2017 - April 2021 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - April 2021 · 3 yrs 8 mos
Foresters Financial Services, INC.Broker
May 2011 - December 2016 · 5 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.