Chad Dana Champion
Professional Summary
Chad Dana Champion is a registered financial advisor currently at NFSG CORPORATION located in Collierville, Tennessee and NEWBRIDGE SECURITIES CORPORATION located in Boca Raton, Florida. Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Chad has worked at 8 firms and has passed the Series 63, Series 65, Series 52TO, Series 57TO, Series 79TO, SIE, Series 55, Series 7, Series 53 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.
Contact Information
Main Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432Phone Number
(954) 334-3450# of Employees
89SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,607AUM (Assets Under Management)
$1,082,643,515Similar Advisors
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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.
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Primary Firm SEC Registration
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
(5/23/2024)
(3/10/2021)
(3/10/2021)
(6/2/2021)
(3/9/2021)
(11/18/2022)
(6/3/2026)
(3/16/2021)
(4/30/2025)
(1/27/2023)
(5/1/2025)
(12/18/2020)
(12/18/2020)
(4/30/2025)
(4/30/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Nov 2020About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Nov 2007SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Chad Dana Champion's CRS (Customer Relationship Summary).
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