Chad
Mcdonnell

Segall Bryant & Hamill

CRD#2990735
Investment Advisor
in Denver, CO

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About this Advisor

Chad Mcdonnell is a certified financial planner who works in Denver, Colorado with 5 years of relevant experience. Mcdonnell is an employee of Segall Bryant & Hamill. During their career, Mcdonnell has held roles at Denver Investment Advisors, LLC, Alps Distributors, Inc, Segall Bryant & Hamill and Ci Segall Bryant & Hamill Private Wealth. Mcdonnell maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can operate in Colorado and Illinois. Segall Bryant & Hamill is a company that has its headquarters in Chicago, IL. The company has offices in four locations and a total of 124 people on staff. It controls $15 billion in assets under management between its 993 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 58 charitable organizations. Of its 993 accounts, just 6% are held by high-net-worth clients who have at least $1 million in investable assets. Segall Bryant & Hamill has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees depend on which services the firm provides the client. Fees charged by Segall Bryant & Hamill most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

370 17Th Street Suite 5000
Denver, CO 80202

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Segall Bryant & Hamill Brokerage Details

Total Assets Under Management

$15,434,620,764

CO Average: $6,674,516,078
Total Number of Employees

124

CO Average: 44
Total Number of Accounts

993

CO Average: 2,564
Average Account Size

$15,543,425

CO Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Chad Mcdonnell Work History

Chad has been registered as a financial advisor for 5 years.*

2023 - Present (1 year)

Ci Segall Bryant & Hamill Private Wealth

2018 - Present (6 years)

Segall Bryant & Hamill

2010 - Present (14 years)

Alps Distributors, Inc

2010 - 2018 (8 years)

Denver Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chad Mcdonnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Segall Bryant & Hamill

Timothy Rich
Denver, CO
Chad Mcdonnell
Denver, CO
Thomas Mcgrath
Chicago, IL
Merle Trees
Chicago, IL
Keith Minogue
Chicago, IL
Scott Newhall
Chicago, IL
Alexander Crevi
Naples, FL
John Lafferty
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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