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Bonnie Free Chadwick

PARATUS FINANCIAL, INC.·DALLAS, Texas
Series 7, Series 63, Series 6531 years registeredPARATUS FINANCIAL, INC.
5220 MCKINNEY AVE STE 200, DALLAS, TX 75205CRD# 2443077Firm CRD# 133361

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bonnie Free Chadwick · DALLAS, TX
Registration
CRD #2443077 · PARATUS FINANCIAL, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

PARATUS FINANCIAL, INC.
Jan 2005 – present
THE AYCO COMPANY,L.P.
Jul 1995 – Mar 2005
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · July 19, 1995
Years registered · 31
03

Disclosure History

1979Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
PARATUS FINANCIAL, INC.
CRD 133361 · SEC 801-63703
AUM
$620M
Regulatory assets under management
Employees
7
585 client accounts
Services offered by PARATUS FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARATUS FINANCIAL, INC. →
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05

Frequently Asked Questions

What services does Bonnie Free Chadwick offer?
Bonnie Free Chadwick specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Bonnie Free Chadwick's credentials?
Bonnie Free Chadwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonnie Free Chadwick located?
Bonnie Free Chadwick is based in DALLAS, Texas, working with PARATUS FINANCIAL, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Bonnie Free Chadwick charge for services?
Bonnie Free Chadwick's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARATUS FINANCIAL, INC.?
PARATUS FINANCIAL, INC. has approximately 7 employees and manages $620M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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