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Chad Lee Strain

SCOTTRADE INVESTMENT MANAGEMENT, INC.·SAINT LOUIS, Missouri
SIE, Series 7, Series 24, Series 63Clean recordSCOTTRADE INVESTMENT MANAGEMENT, INC.
700 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141CRD# 2475982Firm CRD# 169988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Lee Strain · SAINT LOUIS, MO
Registration
CRD #2475982 · SCOTTRADE INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SCOTTRADE INVESTMENT MANAGEMENT, INC.
CRD 169988 · SEC 801-79217
AUM
$2.3B
Regulatory assets under management
Employees
300
20,396 client accounts
Services offered by SCOTTRADE INVESTMENT MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
Introduction

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04

Frequently Asked Questions

What services does Chad Lee Strain offer?
Chad Lee Strain specializes in Investment Management, Fee-Only Advisory. Contact their office in SAINT LOUIS, Missouri for a consultation.
What are Chad Lee Strain's credentials?
Chad Lee Strain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Lee Strain located?
Chad Lee Strain is based in SAINT LOUIS, Missouri, working with SCOTTRADE INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.
How does Chad Lee Strain charge for services?
Chad Lee Strain's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCOTTRADE INVESTMENT MANAGEMENT, INC.?
SCOTTRADE INVESTMENT MANAGEMENT, INC. has approximately 300 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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