Chad Thomas Storck

Employer firm

Joel Adams And Associates Inc. CRD 319379

$306M 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:

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

Current Employers

Employment History

• 01/2009 → 01/2023
  Storck Cpa, P.C.
  Asheville, NC
• 01/2023 → Present
  Joel Adams And Associates, Inc.
  Asheville, NC
• 01/2023 → 12/2024
  Storck Cpa, P.C.
  Asheville, NC

Other Businesses

545 Merrimon, LLC; Investment Related: Yes; 545 Merrimon Ave., Asheville, NC. 28804; Nature: Commercial real estate rental for 2 professional service firms; Managing Member; Since 11/3/2022; 5 Hours per month; Duties: Building maintenance & repairs, tenant relations, general management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-03