Chad E. Valchar
STRATEGIC ADVISERS
SANTA BARBARA, CA
Some features on this profile are disabled
CRD#: 7169216
Professional summary
Chad Errick Valchar, CFP®, who also goes by Chad Errick Valchar, Chad Valchar, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Santa Barbara, California and FIDELITY BROKERAGE SERVICES LLC located in Santa Barbara, California.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Chad has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
What are your service offerings?
Long-term Care
Socially Responsible Investing
Elder Care
Life Transitions
Retirement Income Management
Comprehensive Financial Planni...
Budgeting
Estate Planning
Debt Management
Insurance Planning
Retirement Planning
Investment Planning
Social Security Planning
Inheritance
Small Business Planning
Business Succession Planning
Employee and Employer Plan Ben...
Education Planning
Divorce Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Chad Errick Valchar | Chad Valchar
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.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Errick Valchar's 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®
CFP®
Start date: 2023
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3793 State Street, Santa Barbara, CA 93105RIA
CRD#: 104555
SANTA BARBARA, CA
Current
May 15, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3793 State Street, Santa Barbara, CA 93105BD
CRD#: 7784
SANTA BARBARA, CA
Past
May 17, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SANTA BARBARA, CA
Past
November 11, 2019 - April 11, 2024
EDWARD JONES
RIA
CRD#: 250
MONTECITO, CA
Past
October 18, 2019 - April 11, 2024
EDWARD JONES
BD
CRD#: 250
MONTECITO, CA
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
Arizona(5/17/2024)
RR
California(5/15/2024)
IAR
California(3/31/2025)
RR
Colorado(10/8/2024)
RR
Florida(1/17/2025)
RR
Hawaii(5/17/2024)
RR
Idaho(5/17/2024)
RR
Massachusetts(7/16/2024)
RR
Nevada(5/17/2024)
RR
New Mexico(5/17/2024)
RR
New York(1/4/2025)
RR
Oregon(5/17/2024)
RR
Pennsylvania(12/16/2025)
RR
Texas(5/17/2024)
IAR
Texas(3/31/2025)
RR
Washington(5/17/2024)
RR
West Virginia(12/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
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)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
