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Chad Robert Mizelle

A FIN MANAGEMENT LLC·SUNNY ISLES BEACH, Florida
Clean recordA FIN MANAGEMENT LLC
16690 COLLINS AVENUE, SUNNY ISLES BEACH, FL 33160CRD# 7483968Firm CRD# 315482

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Robert Mizelle · SUNNY ISLES BEACH, FL
Registration
CRD #7483968 · A FIN MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Chad Robert Mizelle is a registered financial advisor based in SUNNY ISLES BEACH, Florida, affiliated with A FIN MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
A FIN MANAGEMENT LLC
A FIN MANAGEMENT LLC
AUM
$3.0B
Regulatory assets under management
Employees
33
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7483968
Firm CRD# 315482
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Robert Mizelle offer?
Chad Robert Mizelle specializes in Retirement Planning. Contact their office in SUNNY ISLES BEACH, Florida for a consultation.
What are Chad Robert Mizelle's credentials?
Chad Robert Mizelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Robert Mizelle located?
Chad Robert Mizelle is based in SUNNY ISLES BEACH, Florida, working with A FIN MANAGEMENT LLC. Their office serves clients in the SUNNY ISLES BEACH metropolitan area and surrounding communities.
How does Chad Robert Mizelle charge for services?
Chad Robert Mizelle's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A FIN MANAGEMENT LLC?
A FIN MANAGEMENT LLC has approximately 33 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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