Christopher R. Madel

CHADDS FORD WEALTH PARTNERS

Lebanon, KY

Some features on this profile are disabled

CRD#: 1094979

Professional summary

Christopher Robert Madel, who also goes by Christoper Robert Madel, is a registered financial advisor currently at CHADDS FORD WEALTH PARTNERS, LLC located in Lebanon, Kentucky.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Christopher has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christoper Robert Madel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Robert Madel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 14, 2019 - Present

CHADDS FORD WEALTH PARTNERS, LLC

RIA

CRD#: 304159

Lebanon, KY

Past

February 14, 1994 - April 1, 1997

DREYFUS INVESTMENT SERVICES COMPANY, LLC

CRD#: 17477

PITTSBURGH, PA

Past

August 28, 1992 - February 16, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 27, 1992 - February 16, 1994

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

November 18, 1991 - August 21, 1992

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHADDS FORD WEALTH PARTNERS, LLC

CRD#: 304159 / SEC#: 801-116802

RIA

Registered Investment Advisory firm - (6/13/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(7/21/2021)

IAR

Pennsylvania
(6/14/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/19/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/4/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/15/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHADDS FORD WEALTH PARTNERS, LLC

CRD#: 304159 / SEC#: 801-116802

RIA

Registered Investment Advisory firm - (6/13/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

225 Wilmington West Chester Pike Suite 200, Chadds Ford, PA 19317

Mailing Address

Phone number

(484) 273-0995

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 1,244,052,633

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher R. Madel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Robert Madel's CRS (Customer Relationship Summary).

Certified licenses

Experience

DREYFUS INVESTMENT SERVICES COMPANY, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

IFMG SECURITIES, INC.

Primary Firm SEC Registration

CHADDS FORD WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/19/1991

Series 7

Date: 10/4/1994

Series 6

Date: 11/15/1991

Current Firm

CHADDS FORD WEALTH PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHADDS FORD WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors