Michael
Chadwick
Fiscal Wisdom Wealth Management LLC
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About this Advisor
Michael Chadwick is a financial advisor based in Canton, Connecticut, working with Fiscal Wisdom Wealth Management LLC. Michael has previously held positions at Chadwick Financial Advisors, LLC, Michael Chadwick - Sole Proprietor, Portsmouth-Smartlife Financial Group, LLC, Claraphi Advisory Network, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Putney Financial Group, Portsmouth Financial Services, and Smartlife Financial Group. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, Georgia, Maryland, North Carolina, Ohio, and Vermont. Currently, Michael is part of Fiscal Wisdom Wealth Management LLC, which operates out of Canton, Connecticut. The firm has 10 offices and 22 employees. The firm manages assets totaling $213.8 million and offers services including financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Fiscal Wisdom Wealth Management LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
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Fiscal Wisdom Wealth Management LLC Brokerage Details
$213,793,318
22
2,064
$103,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Michael Chadwick Work History
Portsmouth-Smartlife Financial Group, LLC
Chadwick Financial Advisors, LLC
Portsmouth Financial Services
Michael Chadwick - Sole Proprietor
Claraphi Advisory Network, LLC
Putney Financial Group
Smartlife Financial Group
Cambridge Investment Research,Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Please visit the SEC profile of Michael Chadwick 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 Fiscal Wisdom Wealth Management LLC
Canton, CT
Thomaston, CT
Canton, CT
Canton, CT
Cupertino, CA
Canton, CT
Bremerton, WA
Canton, CT
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