AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Chad Joseph Buchignani

Chad J. Buchignani

STRATEGIC ADVISERS LLC | Financial Consultant
OCALA, FL
Some features on this profile are disabled
CRD#: 6377460
Chad Joseph Buchignani

Professional summary

Chad Joseph Buchignani, who also goes by Chad Joseph Buchigani, Chad J Buchignani, Chad Joseph Buchignani, Chad Buchignani, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ocala, Florida and FIDELITY BROKERAGE SERVICES LLC located in The Villages, Florida.

Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Chad has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I partner with our clients to make appropriate financial decisions for themselves and their families while assisting them to realistically manage their wealth and monitor their financial lives going forward. I came to Fidelity because of the trusted brand, strong ethical beliefs and unique investment approach. At Fidelity I build and maintain relationships with our clients centered around trust, reliability and transparency to provide an unprecedented client experience.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chad Joseph Buchigani | Chad J Buchignani | Chad Joseph Buchignani | Chad Buchignani

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Joseph Buchignani's CRS (Customer Relationship Summary).
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

Education

Xavier University

Athletic Transfer - Undergraduate Studies

Georgetown College

Bachelor of Business Administration - Marketing

2010

Calhoun Community College

Associate of Science - Undergraduate Studies

2008

Lexington Catholic High School

Diploma - High School

2005

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1057 Lake Sumter Landing, The Villages, FL 32162
RIA
CRD#: 104555
OCALA, FL
Current

February 11, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1057 Lake Sumter Landing, The Villages, FL 32162
BD
CRD#: 7784
THE VILLAGES, FL
Past

March 11, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
THE VILLAGES, FL
Past

February 27, 2018 - January 11, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
LEXINGTON, KY
Past

February 26, 2018 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
LEXINGTON, KY
Past

February 26, 2018 - January 11, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
LEXINGTON, KY
Past

May 3, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

October 11, 2016 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
LEXINGTON, KY
Past

July 30, 2015 - September 15, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LEXINGTON, KY
Past

June 15, 2015 - June 24, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LEXINGTON, KY
Past

October 10, 2014 - May 18, 2015

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
LEXINGTON, KY

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 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.
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
Alabama
(8/12/2022)
RR
Alaska
(11/11/2024)
RR
Arizona
(3/1/2024)
RR
Arkansas
(7/3/2025)
RR
California
(5/28/2021)
RR
Florida
(2/11/2021)
IAR
Florida
(3/31/2025)
RR
Georgia
(2/11/2021)
RR
Illinois
(2/11/2021)
RR
Indiana
(7/19/2022)
RR
Iowa
(3/2/2023)
RR
Kentucky
(4/7/2021)
RR
Maine
(2/11/2021)
RR
Maryland
(2/11/2021)
RR
Massachusetts
(2/11/2021)
RR
Michigan
(2/11/2021)
RR
Minnesota
(2/11/2021)
RR
New Hampshire
(9/29/2021)
RR
New Jersey
(2/11/2021)
RR
New York
(2/11/2021)
RR
North Carolina
(2/11/2021)
RR
Ohio
(2/11/2021)
RR
Oregon
(10/1/2024)
RR
Pennsylvania
(2/11/2021)
RR
Puerto Rico
(9/4/2025)
RR
South Carolina
(9/29/2022)
IAR
Texas
(3/31/2025)
RR
Virginia
(2/11/2021)
RR
Washington
(9/28/2021)
RR
Wisconsin
(2/11/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/3/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/27/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/11/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/10/2014
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Ocala, FL

TRUST BUT VERIFY

Monitor Chad Buchignani

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.