CE
CE

Chadd Eaton

9 Years of Experience
St. Petersburg, FL
Broker

Chadd Eaton is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
February 2018 - May 2024 · 6 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2018 - May 2024 · 6 yrs 3 mos
T. Rowe Price Advisory Services, INC.
December 2016 - February 2018 · 1 yr 2 mos
T. Rowe Price Investment Services, INC.Broker
March 2016 - February 2018 · 1 yr 11 mos
State Registrations38 states
ALARAZCACOCTDCFLGAIDILINKSLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
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.