Unclaimed Profile

Michael Edward Chadwick

FISCAL WISDOM WEALTH MANAGEMENT LLC·CANTON, Connecticut

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOCFP ChFC24 years registeredFISCAL WISDOM WEALTH MANAGEMENT LLC

61 MAPLE AVENUE, CANTON, CT 06019CRD# 2538140Firm CRD# 168299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Edward Chadwick · CANTON, CT

Registration

CRD #2538140 · FISCAL WISDOM WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

FISCAL WISDOM WEALTH MANAGEMENT LLC

Jun 2019 – present

CHADWICK FINANCIAL ADVISORS, LLC

May 2019 – present

CLARAPHI ADVISORY NETWORK, LLC

Aug 2019 – Jul 2020

Canton, CT

THE PUTNEY FINANCIAL GROUP, REGISTERED INVESTMENT ADVISORS

May 2019 – Jun 2019

Unionville, CT

PORTSMOUTH FINANCIAL SERVICES

May 2019 – May 2019

Canton, CT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Jun 2019

UNIONVILLE, CT

CAMBRIDGE INVESTMENT RESERARCH, INC.

Mar 2005 – Mar 2005

UNIONVILLE, CT

PARK AVENUE SECURITIES LLC

Jan 2002 – Mar 2005

FARMINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 10, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

2024Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FISCAL WISDOM WEALTH MANAGEMENT LLC

CRD 168299 · SEC 801-119231

AUM

$214M

Regulatory assets under management

Employees

2,064 client accounts

Services offered by FISCAL WISDOM WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FISCAL WISDOM WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Michael Edward Chadwick offer?

Michael Edward Chadwick specializes in Financial Planning, Investment Management. Contact their office in CANTON, Connecticut for a consultation.

What are Michael Edward Chadwick's credentials?

Michael Edward Chadwick holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Edward Chadwick located?

Michael Edward Chadwick is based in CANTON, Connecticut, working with FISCAL WISDOM WEALTH MANAGEMENT LLC. Their office serves clients in the CANTON metropolitan area and surrounding communities.

How does Michael Edward Chadwick charge for services?

Michael Edward Chadwick's firm is compensated through percentage of aum, hourly charges, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FISCAL WISDOM WEALTH MANAGEMENT LLC?

FISCAL WISDOM WEALTH MANAGEMENT LLC has approximately 22 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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