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Chad Aaron Mcdonnell

Corient

Denver, CO

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-13
CO RA APPROVED 2023-03-31
  • TX RA
    APPROVED
    Since 2024-12-13
  • CO RA
    APPROVED
    Since 2023-03-31

Branch Locations

200 Clayton Street Suite 300, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Denver Investment Advisors, Llc Denver CO 03/2010 05/2018
Alps Distributors, Inc. Denver CO 04/2010 05/2018
Segall Bryant & Hamill Denver CO 05/2018 03/2023
Corient Denver CO 03/2023 Present
Corient Services Llc Miami FL 01/2024 Present
  • 03/2010 → 05/2018
    Denver Investment Advisors, Llc
    Denver, CO
  • 04/2010 → 05/2018
    Alps Distributors, Inc.
    Denver, CO
  • 05/2018 → 03/2023
    Segall Bryant & Hamill
    Denver, CO
  • 03/2023 → Present
    Corient
    Denver, CO
  • 01/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2018-06-20 → 2023-12-14
    Segall Bryant & Hamill
    Denver, CO
  • 2011-03-02 → 2018-08-15
    Denver Investments
    Denver, CO
  • 2008-10-17 → 2010-03-15
    Janiczek Wealth Management
    Denver, CO
  • 2004-01-02 → 2008-05-22
    Charles Schwab & Co., Inc.
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-23
S63 Uniform Securities Agent State Law Examination 1998-04-27
  • S66 Uniform Combined State Law Examination
    2003-12-23
  • S63 Uniform Securities Agent State Law Examination
    1998-04-27
Designations
Other Names
  • Chad Aaron Mcdonnell
  • Chad A Mcdonnell

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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