Chadd S. Peachey

DECISIONPOINT FINANCIAL

MESA, AZ 85215

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CRD#: 7131539

Professional summary

Chadd Simeon Peachey, AIF®, CFP®, who also goes by Chadd Peachey, is a registered financial advisor currently at DECISIONPOINT FINANCIAL, LLC located in Mesa, Arizona.

Chadd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Chadd has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chadd Peachey

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)NAME OF BUSINESS: Agent for Father INVESTMENT-RELATED: ADDRESS: Alpine, UT START DATE: 10/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0..... 2) NAME OF BUSINESS: Agent for Mother INVESTMENT-RELATED: ADDRESS: Mesa, AZ START DATE: 10/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 3.) NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: MESA, AZ POSITION: LANDLORD/OWNER START DATE: 6/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chadd Simeon Peachey'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 11, 2021 - Present

DECISIONPOINT FINANCIAL, LLC

Office #1: 2812 North Norwalk Suite 116, Mesa, AZ 85215Office #2: 5727 Baker Way Nw Suite 107, Gig Harbor, WA 98332

RIA

CRD#: 296988

MESA, AZ

Past

August 15, 2019 - October 15, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Scottsdale, AZ

Past

July 25, 2019 - October 15, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

DECISIONPOINT FINANCIAL, LLC

CRD#: 296988 / SEC#: 801-113384

RIA

Registered Investment Advisory firm - (6/1/2018 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.

Highlighted states indicate IAR registrations

IAR

Arizona
(12/22/2021)

IAR

Washington
(10/11/2021)

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 66

Date: 8/8/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/25/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/29/2019

Securities Industry Essentials Examination

Current Firm

DECISIONPOINT FINANCIAL, LLC

CRD#: 296988 / SEC#: 801-113384

RIA

Registered Investment Advisory firm - (6/1/2018 Approved)

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Contact information

Main Address

2812 North Norwalk Suite 116, Mesa, AZ 85215

Mailing Address

Phone number

(480) 553-6249

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,377
AUM (Assets Under Management)	$ 848,664,616

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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Chadd S. Peachey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chadd Simeon Peachey's CRS (Customer Relationship Summary).

Certified licenses

Experience

DECISIONPOINT FINANCIAL, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

DECISIONPOINT FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/8/2019

Series 7TO

Date: 7/25/2019

SIE

Date: 4/29/2019

Current Firm

DECISIONPOINT FINANCIAL, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DECISIONPOINT FINANCIAL, LLC

TRUST BUT VERIFY

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