Chad E. Brand

PROSHARE ADVISORS LLC

Irvine, CA

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CRD#: 2771419

Professional summary

Chad Edward Brand, who also goes by Chad E Brand, Chad Edward Brand, is a registered financial advisor currently at PROSHARE ADVISORS LLC located in Irvine, California and PROFUNDS DISTRIBUTORS, INC. located in West Chester, Pennsylvania.

Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Chad has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad E Brand | Chad Edward Brand

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 Chad Edward Brand'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

June 12, 2025 - Present

PROSHARE ADVISORS LLC

RIA

CRD#: 134155

Irvine, CA

Current

April 22, 2025 - Present

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

WEST CHESTER, PA

Past

September 9, 2024 - March 26, 2025

CAPITAL WEALTH PLANNING, LLC

RIA

CRD#: 150764

NEWPORT COAST, CA

Past

October 18, 2021 - January 31, 2024

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

CHARLOTTE, NC

Past

September 17, 2021 - January 31, 2024

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

Newport Coast, CA

Past

October 3, 2019 - September 9, 2021

THE PACIFIC FINANCIAL GROUP, INC.

RIA

CRD#: 105203

Newport Coast, CA

Past

January 21, 2015 - August 2, 2019

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

August 10, 2004 - August 22, 2013

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

August 10, 2004 - August 2, 2019

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

July 18, 2002 - August 4, 2004

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

February 23, 2000 - August 4, 2004

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Past

May 25, 1999 - January 11, 2000

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

January 20, 1997 - May 3, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, 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".

PROSHARE ADVISORS LLC

PROSHARE ADVISORS LLC | XTRASHARE ADVISORS LLC

CRD#: 134155 / SEC#: 801-64181

RIA

Registered Investment Advisory firm - (4/14/2005 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/22/2025)

IAR

Maryland
(6/12/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/15/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/20/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/1/2012

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PROSHARE ADVISORS LLC

PROSHARE ADVISORS LLC | XTRASHARE ADVISORS LLC

CRD#: 134155 / SEC#: 801-64181

RIA

Registered Investment Advisory firm - (4/14/2005 Approved)

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Contact information

Main Address

7272 Wisconsin Avenue 21st Floor, Bethesda, MD 20814

Mailing Address

Phone number

(240) 497-6400

Established

Firm type

Fiscal year end

# of Employees

104

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 74,000,000,000

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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Advisor Monitoring

Firm Stability Insights

Chad E. Brand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Edward Brand's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFUNDS DISTRIBUTORS, INC.

CAPITAL WEALTH PLANNING, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

ALLSPRING FUNDS MANAGEMENT, LLC

THE PACIFIC FINANCIAL GROUP, INC.

WADDELL & REED

WADDELL & REED

IVY DISTRIBUTORS, INC.

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PROSHARE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/15/2021

Series 65

Date: 2/20/1997

SIE

Date: 10/1/2018

Series 7

Date: 1/16/1997

Series 24

Date: 11/1/2012

FINRA

Current Firm

PROSHARE ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

PROSHARE ADVISORS LLC

TRUST BUT VERIFY

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