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Chad Errick Valchar

Strategic Advisers LLC

Santa Barbara, CA

Santa Barbara, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Santa Barbara, CA • United States

3793 State Street, Santa Barbara, CA 93105-3116 • 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
Edward Jones St Louis MO 09/2019 03/2024
Deckers Brands Goleta CA 07/2004 05/2016
Suissly Santa Barbara CA 05/2016 04/2017
Trackr Goleta CA 07/2017 11/2017
Santa Barbara Originals Santa Barbara CA 02/2018 12/2022
Goto Social Inc King Of Prussia PA 04/2018 12/2020
Fidelity Investments Santa Barbara CA 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 03/2024
    Edward Jones
    St Louis, MO
  • 07/2004 → 05/2016
    Deckers Brands
    Goleta, CA
  • 05/2016 → 04/2017
    Suissly
    Santa Barbara, CA
  • 07/2017 → 11/2017
    Trackr
    Goleta, CA
  • 02/2018 → 12/2022
    Santa Barbara Originals
    Santa Barbara, CA
  • 04/2018 → 12/2020
    Goto Social Inc
    King Of Prussia, PA
  • 04/2024 → Present
    Fidelity Investments
    Santa Barbara, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Barbara, CA
  • 2019-11-11 → 2024-04-11
    Edward Jones
    St Louis, MO
    Santa Barbara, CA
    Santa Barbara, CA
    Santa Barbara, CA
    Montecito, CA
Other Businesses

OBA-109391|OrgNmn:Chad Valchar|Org Addr:Santa Barb,California,US|OBA Nature:Rent a room within my home|Invst Rel:Y|Title:Sole Proprietor|Duties:Maintain the listing, turnover the room in evenings. |StrtDt:05-14-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-08
  • S66 Uniform Combined State Law Examination
    2019-11-08
Designations
Other Names
  • Chad Errick Valchar
  • Chad Valchar

View on SEC IAPD

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