AdvisorOS Directory
Claim Profile
Unclaimed Profile
CE

Chadd Mclane Evans

ALTERA ADVISORS, LLC·ATLANTA, Georgia
Clean record8 years registeredALTERA ADVISORS, LLC
10 GLENLAKE PARKWAY, ATLANTA, GA 30328CRD# 6903234Firm CRD# 308222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chadd Mclane Evans · ATLANTA, GA
Registration
CRD #6903234 · ALTERA ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

OVERLAY MANAGEMENT, LLC
Mar 2023 – present
ALTERA ADVISORS, LLC
Jul 2020 – Jan 2022
ATLANTA, GA
ALTERA PRIVATE ACCESS, LLC
Feb 2018 – Jan 2022
ATLANTA, GA
02

Registrations & Exams

Registration record
First registered · February 15, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALTERA ADVISORS, LLC
CRD 308222 · SEC 801-118882
AUM
$18M
Regulatory assets under management
Employees
3
6 client accounts
Services offered by ALTERA ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALTERA ADVISORS, LLC →
Introduction

Speak with Chadd

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Chadd is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Chadd Mclane Evans offer?
Chadd Mclane Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Chadd Mclane Evans's credentials?
Chadd Mclane Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chadd Mclane Evans located?
Chadd Mclane Evans is based in ATLANTA, Georgia, working with ALTERA ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Chadd Mclane Evans charge for services?
Chadd Mclane Evans's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTERA ADVISORS, LLC?
ALTERA ADVISORS, LLC has approximately 3 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in ATLANTA, Georgia

Leslie Walden Uddin
AON RETIREMENT PLAN ADVISORS, LLC·ATLANTA, GA
Charles Michael Phillips
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Helen Howard Prater
FSC SECURITIES CORPORATION·ATLANTA, GA
Lee Antony Jerrum
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Adam Brett Simon
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·ATLANTA, GA
Matthew Adam Schlueter
OSAIC ADVISORY SERVICES, LLC·ATLANTA, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)NORCROSS (17)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideCOLUMBUS Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile