Unclaimed Profile

Chad Daniel Roope

FUNDAMENTUM, LLC·BEACHWOOD, Ohio

SIE, Series 7, Series 66CFAClean record18 years registeredFUNDAMENTUM, LLC

3750 PARK EAST DRIVE SUITE 200, BEACHWOOD, OH 44122CRD# 5223517Firm CRD# 283850

Profile Verification

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

Identity

Chad Daniel Roope · BEACHWOOD, OH

Registration

CRD #5223517 · FUNDAMENTUM, LLC · 18 years registered

Brand Profile

Not yet started

Career History

LINEWEAVER WEALTH ADVISORS

Aug 2023 – present

SEQUOIA FINANCIAL GROUP, L.L.C.

Nov 2020 – Nov 2022

AKRON, OH

FUNDAMENTUM, LLC

Aug 2016 – Nov 2020

BEACHWOOD, OH

VALMARK ADVISERS, INC.

May 2015 – Aug 2016

AKRON, OH

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Mar 2012 – Apr 2015

LONE TREE, CO

COLTON GROOME FINANCIAL ADVISORS, LLC

Mar 2010 – Mar 2012

ASHEVILLE, NC

VALMARK ADVISERS, INC.

Feb 2008 – Feb 2012

ASHEVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 26, 2008

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATOS INVESTMENT MANAGEMENT, LLC

CRD 283850 · SEC 801-107873

AUM

$1.5B

Regulatory assets under management

Employees

3,612 client accounts

Services offered by STRATOS INVESTMENT MANAGEMENT, LLC

Per Form ADV

Other

View all advisors at STRATOS INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Daniel Roope offer?

Chad Daniel Roope specializes in Fee-Only Advisory. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Chad Daniel Roope's credentials?

Chad Daniel Roope holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Daniel Roope located?

Chad Daniel Roope is based in BEACHWOOD, Ohio, working with FUNDAMENTUM, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Chad Daniel Roope charge for services?

Chad Daniel Roope'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 FUNDAMENTUM, LLC?

FUNDAMENTUM, LLC has approximately 8 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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