William Chadwick Mckeithen
Professional Summary
William Chadwick Mckeithen, who also goes by Chad Mckeithen, William Chad Mckeithen, is a registered financial advisor currently at SMITH SHELLNUT WILSON located in Germantown, Tennessee. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 52 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chad Mckeithen, William Chad Mckeithen
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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.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
SMITH SHELLNUT WILSON | SMITH SHELLNUT WILSON LLC
Contact Information
Main Address
661 Sunnybrook Road Suite 130, Ridgeland, MS 39157Phone Number
(601) 605-1776# of Employees
16SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
880AUM (Assets Under Management)
$6,924,984,046Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2026 | Cover Page | Report |
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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
SMITH SHELLNUT WILSON | SMITH SHELLNUT WILSON LLC
State Registrations and Notice Filings
(12/19/2022)
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
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 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Chadwick Mckeithen's CRS (Customer Relationship Summary).
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