Chad E. Vergason

SILER WEALTH MANAGEMENT

Longwood, FL 32750

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CRD#: 7010713

Professional summary

Chad Edward Vergason is a registered financial advisor currently at SILER WEALTH MANAGEMENT located in Longwood, Florida.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Chad has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

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) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - 2901 TELESTAR COURT, FALLS CHURCH, VA 22042 - INDUSTRY ASSOCIATION - BOARD MEMBER SINCE 1/2023 - APPROX 2 HRS/MO - NO COMPENSATION 2) SFG, LLC., dba EXECUTIVE INSURANCE OF CENTRAL FL 100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL 32750 - LIFE AND FIXED INSURANCE - LICENSED INSURANCE AGENT SINCE 01/2023 - APPROX 10 HRS/MO - COMMISSIONS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Edward Vergason'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

Experience

Current

February 23, 2023 - Present

SILER WEALTH MANAGEMENT

Office #1: 100 Crown Oak Centre Drive, Longwood, FL 32750

RIA

CRD#: 108682

Longwood, FL

Past

January 3, 2023 - June 7, 2023

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

LONGWOOD, FL

Past

November 23, 2020 - January 6, 2023

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Winter Park, FL

Past

September 24, 2018 - January 6, 2023

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Winter Park, FL

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

Florida
(2/23/2023)

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

State Security Law Exam

IAR

Series 65

Date: 11/18/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/24/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SILER WEALTH MANAGEMENT

SDR INVESTMENT MANAGEMENT, INC. | STOCKDR COM INC | SILER WEALTH MANAGEMENT | SILER FINANCIAL GROUP, LLC. DBA SDR INVESTMENT MANAGEMENT, INC. | SILER FINANCIAL GROUP | SDR INVESTMENT MANAGEMENT, INC. DBA SILER WEALTH MANAGEMENT | SDR INVESTMENT MANAGEMENT, INC. DBA SILER FINANCIAL GROUP | SDR INVESTMENT MANAGEMENT, INC. D/B/A SILER WEALTH MANAGEMENT

CRD#: 108682 / SEC#: 801-134930

Alaska

Registered Investment Advisory firm - (11/25/2015 Terminated)

Florida

Registered Investment Advisory firm - (11/12/2009 Approved)

Georgia

Registered Investment Advisory firm - (11/6/2018 Approved)

Nevada

Registered Investment Advisory firm - (12/18/2015 Terminated)

New York

Registered Investment Advisory firm - (9/10/2009 Cancelled)

Washington

Registered Investment Advisory firm - (12/18/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

100 Crown Oak Centre Drive, Longwood, FL 32750

Mailing Address

Phone number

(407) 831-8002

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B 2025 DAGEAN A. LARSEN (11/11/2025)

FORM ADV PART 2A 2025 SEC (11/11/2025)

FORM ADV PART 2B 2025 NIKKI L. WARD (11/11/2025)

FORM ADV PART 2B 2025 JUSTIN T. KENNEY (11/11/2025)

FORM ADV PART 2B 2025 CHAD E. VERGASON (11/11/2025)

FORM ADV PART 2B 2025 LEE A. SILER (11/11/2025)

Regulatory assets under management

Total Number of Accounts	988
AUM (Assets Under Management)	$ 168,934,505

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.

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Chad E. Vergason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Edward Vergason's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILER WEALTH MANAGEMENT

INTERNATIONAL ASSETS ADVISORY, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2020

Series 63

Date: 2/24/2020

SIE

Date: 10/1/2018

Series 6

Date: 9/24/2018

Current Firm

SILER WEALTH MANAGEMENT

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILER WEALTH MANAGEMENT

TRUST BUT VERIFY

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