Best Investors Account Sign in
Inactive

Chad Douglas Naylor

Naylor & Company

Orinda, CA

CRD 4625661

Claim This Profile
Employer firm

Naylor & Company CRD 124924

$103M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Naylor & Company

Orinda, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-17
AZ RA APPROVED 2024-11-20
TX RA APPROVED_RES 2021-09-16
CA RA APPROVED 2003-02-26
  • NY RA
    APPROVED
    Since 2025-08-17
  • AZ RA
    APPROVED
    Since 2024-11-20
  • TX RA
    APPROVED_RES
    Since 2021-09-16
  • CA RA
    APPROVED
    Since 2003-02-26

Branch Locations

Orinda, CA • 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
Naylor & Company San Francisco CA 01/2003 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-20
  • S65 Uniform Investment Adviser Law Examination
    2002-12-20

View on SEC IAPD

More in Orinda, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor