Chad Budy (CRD# 6126016) is an Investment Advisor Representative working at Aptus Wealth Management, LLC in Lewis Center, OH and has over 8 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Aptus Wealth Management, LLC | Lewis Center, OH | Mar 2022 - Current | 2 |
Ameriprise Financial Services LLC | Columbus, OH | Mar 2021 - Mar 2022 | 1 |
Pnc Investments | Dublin, OH | Mar 2019 - Mar 2021 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Arlington, OH | Oct 2018 - Mar 2019 | < 1 |
Bank Of America, N.a. | Upper Arlington, OH | Oct 2018 - Mar 2019 | < 1 |
J.p. Morgan Securites LLC | Dublin, OH | Aug 2017 - Oct 2018 | 1 |
The Huntington Investment Company | Columbus, OH | Sep 2013 - Jul 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
S63 | Uniform Securities State Law Examination | May 2016 |
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Total Assets Under Management90MILLIONS
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Total Number of Accounts576ACCOUNTS
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Average Account Value$156,606
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NC, OH, TX
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