Chad Patrick Michaels
CFP®Professional Summary
Chad Patrick Michaels, CFP®, who also goes by Chad Michaels, is a registered financial advisor currently at SPYRNAL FINANCIAL GROUP located in Bokeelia, Florida. Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Chad has worked at 2 firms and has passed the Series 66, SIE, Series 7 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 Michaels
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
SNOWBIRD RETIREMENT | SPYRNAL WEALTH MANAGEMENT, LLC | SPYRNAL WEALTH MANAGEMENT | SPYRNAL FINANCIAL GROUP
Contact Information
Main Address
5524 Avenue A, Bokeelia, FL 33922Phone Number
(239) 282-2835# of Employees
4SEC 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
390AUM (Assets Under Management)
$145,500,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
SNOWBIRD RETIREMENT | SPYRNAL WEALTH MANAGEMENT, LLC | SPYRNAL WEALTH MANAGEMENT | SPYRNAL FINANCIAL GROUP
State Registrations and Notice Filings
(5/14/2019)
(4/10/2024)
(2/20/2024)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Chad Patrick Michaels's CRS (Customer Relationship Summary).
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