Unclaimed Profile

Chadderdon Ward O'brien

REGENTATLANTIC CAPITAL, LLC·MORRISTOWN, New Jersey

Series 65Clean record17 years registeredREGENTATLANTIC CAPITAL, LLC

60 COLUMBIA ROAD, MORRISTOWN, NJ 07960CRD# 5626208Firm CRD# 105995

Profile Verification

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

Identity

Chadderdon Ward O'brien · MORRISTOWN, NJ

Registration

CRD #5626208 · REGENTATLANTIC CAPITAL, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CORIENT

Dec 2022 – present

REGENTATLANTIC

Nov 2015 – Mar 2023

MORRISTOWN, NJ

LASSUS WHERLEY

Jan 2009 – Oct 2015

NEW PROVIDENCE, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 29, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REGENTATLANTIC CAPITAL, LLC

CRD 105995 · SEC 801-17301

AUM

$6.2B

Regulatory assets under management

Employees

2,131 client accounts

Services offered by REGENTATLANTIC CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REGENTATLANTIC CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Chadderdon Ward O'brien offer?

Chadderdon Ward O'brien specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.

What are Chadderdon Ward O'brien's credentials?

Chadderdon Ward O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chadderdon Ward O'brien located?

Chadderdon Ward O'brien is based in MORRISTOWN, New Jersey, working with REGENTATLANTIC CAPITAL, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.

How does Chadderdon Ward O'brien charge for services?

Chadderdon Ward O'brien's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REGENTATLANTIC CAPITAL, LLC?

REGENTATLANTIC CAPITAL, LLC has approximately 71 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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