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Chad W. Goodchild
KICKSTAND WEALTH ADVISORS
Pittsford, NY 14534
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CRD#: 4023880
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Professional summary
Chad W Goodchild, CFP®, who also goes by Chad Weston Goodchild, is a registered financial advisor currently at KICKSTAND WEALTH ADVISORS located in Pittsford, New York.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Chad has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad Weston Goodchild
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.
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ROBERTS WESLEYAN COLLEGE INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ROCHESTER, NEW YORK 14624 NATURE OF BUSINESS: OTHER,UNIVERSITY POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 5/13/2015 NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: MEMBER OF THE INVESTMENT COMMITTEE FOR THE ROBERTS WESLEYAN ENDOWMENT. THE COMMITTEE REVIEWS THE RECOMMENDATIONS FROM A CONSULTANT AS THEY PERTAIN TO THE INVESTMENT POLICY STATEMENT. For profit or not for profit: Non-Profit Organization Name of outside business organization: Roberts Wesleyan College Investment related: N Address of business: Rochester, New York 14624 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 2/8/2019 Number of hours devoted: 30 hour(s) Annually Number of hours devoted during trading hours: 24 Duties: Joined the Board of Trustees.
CRS (Client Relationship Summary) - RIA
Click below to view Chad W Goodchild'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®
CFP®
Start date: 2005
Experience
Current
September 3, 2023 - Present
KICKSTAND WEALTH ADVISORS
Office #1: 1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534RIA
CRD#: 327022
Pittsford, NY
Past
June 18, 2021 - September 6, 2023
TRUCLARITY WEALTH ADVISORS
RIA
CRD#: 305145
Pittsford, NY
Past
October 2, 2002 - June 21, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PITTSFORD, NY
Past
September 10, 2002 - June 21, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PITTSFORD, NY
Past
December 9, 1999 - May 30, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
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".
KW
KICKSTAND WEALTH ADVISORS
KICKSTAND VENTURES, LLC | KICKSTAND WEALTH ADVISORS
CRD#: 327022 / SEC#: 801-128193
RIA
Registered Investment Advisory firm - (6/16/2023 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
New York(9/3/2023)
IAR
Texas(3/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KW
KICKSTAND WEALTH ADVISORS
KICKSTAND VENTURES, LLC | KICKSTAND WEALTH ADVISORS
CRD#: 327022 / SEC#: 801-128193
RIA
Registered Investment Advisory firm - (6/16/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534
Mailing Address
Phone number
(585) 382-8600
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,710 |
| AUM (Assets Under Management) | $ 528,360,757 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KICKSTAND WEALTH ADVISORS
CRD#: 327022Pittsford, NY 14534TRUST BUT VERIFY
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