Chad Carter Sewell

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 06/2018
  Fidelity Brokerage Services Llc
  Chandler, AZ
• 06/2018 → Present
  Iht Wealth Management
  Chicago, IL

Previous Registrations

• 2012-05-10 → 2018-07-12
  Strategic Advisers Llc
  Chandler, AZ
• 2011-03-25 → 2012-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 2008-10-09 → 2011-03-29
  Edward Jones
  Tempe, AZ
  St Louis, MO
  Tempe, AZ
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2008-09-12

Designations

• Certified Financial Planner

Other Names

• Chad C Sewell