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Chadwick K. Landry

POYDRAS CAPITAL PARTNERS
METAIRIE, LA 70005
Some features on this profile are disabled
CRD#: 4538014
CL

Professional summary


Chadwick Kenneth Landry is a registered financial advisor currently at POYDRAS CAPITAL PARTNERS located in Metairie, Louisiana and JOHNSON RICE & COMPANY L.L.C. located in New Orleans, Louisiana.

Chadwick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Chadwick has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1.) POYDRAS CAPITAL PARTNERS - 1/1/2017 - 433 Metairie Road, Metairie, LA 70005 - Advisor/Managing Member/Chief Compliance Officer, Advisor/IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) CANCER ADVOCACY GROUP OF LA - 4/2/2024 - 126 Brockenbraugh Court, Metairie, LA 70005 - President & Exec Director, Manage advocacy efforts and our annual medical oncology conference, Not Invt Rel, Advocacy group, 15 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Chadwick Kenneth Landry'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 20, 2017 - Present

POYDRAS CAPITAL PARTNERS

Office #1: 433 Metairie Road Suite 220, Metairie, LA 70005
RIA
CRD#: 284745
METAIRIE, LA
Current

November 6, 2024 - Present

JOHNSON RICE & COMPANY L.L.C.

Office #1: 639 Loyola Avenue-ste 2775, New Orleans, LA 70113-7105
BD
CRD#: 19524
New Orleans, LA
Past

October 8, 2024 - November 8, 2024

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

April 13, 2022 - October 17, 2022

IIFL CAPITAL INC.

BD
CRD#: 149073
NEW YORK, NY
Past

February 12, 2020 - April 20, 2020

RICE, VOELKER, LLC

BD
CRD#: 39838
MANDEVILLE, LA
Past

February 7, 2018 - February 14, 2018

KLR GROUP, LLC

BD
CRD#: 165586
HOUSTON, TX
Past

February 14, 2012 - March 29, 2016

IBERIA CAPITAL PARTNERS L.L.C.

BD
CRD#: 152766
NEW ORLEANS, LA
Past

June 7, 2002 - February 10, 2012

CAPITAL ONE SECURITIES, INC.

BD
CRD#: 44158
NEW ORLEANS, LA

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.
RR
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

RR
Connecticut
(11/11/2024)
IAR
Florida
(6/1/2017)
IAR
Louisiana
(1/20/2017)
RR
Louisiana
(11/6/2024)
RR
New York
(11/6/2024)
IAR
Texas
(1/20/2017)
RR
Texas
(11/11/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/12/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


PC
POYDRAS CAPITAL PARTNERS
POYDRAS CAPITAL PARTNERS | POYDRAS CAPITAL PARTNERS, LLC

CRD#: 284745 / SEC#:

Florida
Registered Investment Advisory firm - (6/1/2017 Approved)
Louisiana
Registered Investment Advisory firm - (1/20/2017 Approved)
Texas
Registered Investment Advisory firm - (1/20/2017 Approved)
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Contact information


Main Address
433 Metairie Road Suite 220, Metairie, LA 70005
Mailing Address
Phone number
(504) 508-8900
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts78
AUM (Assets Under Management)$ 18,580,000

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.

Company Information


POYDRAS CAPITAL PARTNERS

CRD#: 284745Metairie, LA 70005

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