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 operating in Denver, Colorado, who has been in the industry for 10 years. Mcdonnell is an advisor for Segall Bryant & Hamill. During their career, the advisor has held roles at Janiczek & Company, LTD, Denver Investment Advisors, LLC, Segall Bryant & Hamill and Alps Distributors, Inc. Mcdonnell has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Colorado and Illinois. Segall Bryant & Hamill is a financial advisory firm operating in Denver, Colorado. It has offices in four locations and a total of 143 people on staff. It manages $19 billion in assets across its 4,211 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 105 charitable organizations. Of its 4,211 customer accounts, 34% are held by high-net-worth individuals who have greater than $1 million in investable assets. Segall Bryant & Hamill performs a broad set of services, including financial planning services, 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. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Segall Bryant & Hamill likely include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

370 17Th Street Suite 5000
Denver, CO 80202

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Segall Bryant & Hamill Brokerage Details

Total Assets Under Management

$18,207,528,066

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

127

CO Average: 44
Total Number of Accounts

3,141

CO Average: 2,564
Average Account Size

$5,796,730

CO Average: $2,603,165

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Investment Advisory Services

  • Financial planning 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 10 years of experience.

2018 - Present (1 year)

Segall Bryant & Hamill

2010 - Present (9 years)

Alps Distributors, Inc

2010 - 2018 (8 years)

Denver Investment Advisors, LLC

2008 - 2010 (2 years)

Janiczek & Company, LTD

Disclosures

Chad Mcdonnell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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