Martin Chedid

MC FINANCIAL MANAGEMENT

AURORA, CO

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CRD#: 1442286

Professional summary

Martin Chedid, who also goes by Munther Moussa Chedid, is a registered financial advisor currently at MC FINANCIAL MANAGEMENT, INC. located in Aurora, Colorado.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Martin has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Munther Moussa Chedid

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.

NAME: HOME REAL ESTATE. MY TITLE IS A REAL ESTATE AGENT. 13111 E. BRIARWOOD AVE, STE 110. CENTENNIAL, CO 80122. THE BUSINESS IS PART INVESTMENT RELATED AND THE OTHER PART IS SELLING AND BUYING REAL ESTATE. I STARTED IN THIS BUSINESS AS A REAL ESTATE AGENT IN 2002. I DEVOTED APPROXIMATELY FEW HOURS EVERY QUARTER TO THE REAL ESTATE BUSINESS AND ITS USUALLY DONE OUTSIDE OF SECURITIES TRADING HOURS. MY DUTIES ARE REPRESENTING BUYERS AND SELLERS IN CLOSING ON REAL ESTATE TRANSACTIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Chedid's 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

January 1, 1999 - Present

MC FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 112516

AURORA, CO

Past

September 7, 1989 - January 16, 1996

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

March 24, 1987 - August 31, 1989

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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

Colorado
(1/1/1999)

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: 1/14/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/1987

General Securities Representative Examination

Current Firm

MC FINANCIAL MANAGEMENT, INC.

MC FINANCIAL MANAGEMENT, INC | MC FINANCIAL MANAGEMENT, INC.

CRD#: 112516 / SEC#:

Colorado

Registered Investment Advisory firm - (1/1/1999 Approved)

Texas

Registered Investment Advisory firm - (12/8/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Aurora, CO

Mailing Address

Phone number

(303) 921-4705

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 39,442,261

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.

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Martin Chedid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Chedid's CRS (Customer Relationship Summary).

Certified licenses

Experience

MC FINANCIAL MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/14/1988

Series 7

Date: 3/21/1987

Current Firm

MC FINANCIAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MC FINANCIAL MANAGEMENT, INC.

TRUST BUT VERIFY

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