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Chad Jeffery Oviatt

ZIONS CAPITAL ADVISORS, INC.·SALT LAKE CITY, Utah
Unclaimed Profile
ZIONS CAPITAL ADVISORS, SALT LAKE CITY, UT 84133CRD# 3234810Firm CRD# 131308
01

About

Chad Jeffery Oviatt is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with ZIONS CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
ZIONS CAPITAL ADVISORS, INC.
ZIONS CAPITAL ADVISORS, INC.
AUM
$1.8B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at ZIONS CAPITAL ADVISORS, INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3234810
Firm CRD# 131308
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Jeffery Oviatt offer?
Chad Jeffery Oviatt specializes in Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Chad Jeffery Oviatt's credentials?
Chad Jeffery Oviatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Jeffery Oviatt located?
Chad Jeffery Oviatt is based in SALT LAKE CITY, Utah, working with ZIONS CAPITAL ADVISORS, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Chad Jeffery Oviatt charge for services?
Chad Jeffery Oviatt'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 ZIONS CAPITAL ADVISORS, INC.?
ZIONS CAPITAL ADVISORS, INC. has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SALT LAKE CITY
Jason Allen Stock — M3F, INC.Alison Conrad Wistner — MERCATO MANAGEMENT, LLCScott Raymond Burnett — ZIONS CAPITAL ADVISORS, INC.Robert Douglas Thompson — THOMPSON ROBERT DOULGASJennifer Kyle Hash — ZIONS CAPITAL ADVISORS, INC.
Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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