Chad R. Gordon
Professional summary
Chad R Gordon, who also goes by Chad R. Gordon, is a registered financial advisor currently at GREENSTAR ADVISORS located in Centennial, Colorado.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Chad has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chad R Gordon's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2017 - Present
GREENSTAR ADVISORS
October 30, 2017 - April 30, 2020
PURSHE KAPLAN STERLING INVESTMENTS
June 6, 2014 - November 14, 2017
INDEPENDENT FINANCIAL PARTNERS
August 31, 2010 - October 29, 2015
LPL FINANCIAL LLC
August 31, 2010 - November 8, 2017
LPL FINANCIAL LLC
February 1, 2007 - September 1, 2010
WELLS FARGO CLEARING SERVICES, LLC
February 1, 2007 - September 1, 2010
WELLS FARGO CLEARING SERVICES, LLC
October 18, 2006 - February 1, 2007
ATLAS SECURITIES, LLC
August 4, 2005 - October 16, 2006
WELLS FARGO INVESTMENTS, LLC
March 31, 2005 - October 16, 2006
WELLS FARGO INVESTMENTS, LLC
February 26, 2003 - October 24, 2003
WORLD GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2017)
(3/22/2024)
Exams
Current Firm
GREENSTAR ADVISORS
CRD#: 289373 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 39,188,683 |
Red Flags
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