Chad M Fitzpatrick

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2013 → Present
  Tiaa
  Williston, VT
• 07/2013 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Williston, VT
• 03/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2013-08-01 → 2024-03-11
  Tiaa-Cref Individual & Institutional Services, Llc
  Hanover, NH
  Williston, VT
• 2008-11-13 → 2013-06-03
  T. Rowe Price Advisory Services, Inc.
  Wellesley, MA

Other Businesses

1. Tenured Advisors - dba for NewEdge Advisors, LLC. business - Investment Related - Investment Advisor Representative - Start: 03/2024 - 20 Main Street Essex Junction, VT 05452 - 100% of time is devoted to this activity during trading hours. 2. Fitzpatrick Financial, LLC - 20 Main Street Essex Junction, VT 05452 - Business entity for Tax purposes - Not investment related - owner -zero hours are devoted to this activity during trading hours. 3. Licensed Insurance Agent - Life and Health - Sales - Not Investment related - Start: 2013 - At reported business location.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-31
• S63 Uniform Securities Agent State Law Examination
  2008-03-07

Other Names

• Chad Fitzpatrick Bissonette
• Chad M Nichols