Unclaimed Profile

Clinton Chad Snead

BOX FINANCIAL ADVISORS, LLC·GRAPEVINE, Texas

Series 7, Series 63, Series 66Clean record24 years registeredBOX FINANCIAL ADVISORS, LLC

1600 W NORTHWEST HWY, GRAPEVINE, TX 76051CRD# 4234043Firm CRD# 155623

Profile Verification

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

Identity

Clinton Chad Snead · GRAPEVINE, TX

Registration

CRD #4234043 · BOX FINANCIAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOX FINANCIAL ADVISORS, LLC

BOX FINANCIAL ADVISORS, LLC

Jul 2014 – Apr 2026

GRAPEVINE, TX

STRATEGIC ADVISERS, INC.

Apr 2002 – Jul 2014

IRVING, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · April 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOX FINANCIAL ADVISORS, LLC

CRD 155623 · SEC 801-127749

AUM

$97M

Regulatory assets under management

Employees

595 client accounts

Services offered by BOX FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BOX FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Clinton Chad Snead offer?

Clinton Chad Snead specializes in Financial Planning, Investment Management, Wealth Management.

What are Clinton Chad Snead's credentials?

Clinton Chad Snead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clinton Chad Snead located?

Clinton Chad Snead is based in GRAPEVINE, Texas, last registered with BOX FINANCIAL ADVISORS, LLC.

How does Clinton Chad Snead charge for services?

Clinton Chad Snead's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOX FINANCIAL ADVISORS, LLC?

BOX FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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