Unclaimed Profile

Chad Jeffery Oviatt

ZIONS CAPITAL ADVISORS, INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 65, Series 66Clean record24 years registeredZIONS CAPITAL ADVISORS, INC.

ZIONS CAPITAL ADVISORS, SALT LAKE CITY, UT 84133CRD# 3234810Firm CRD# 131308

Profile Verification

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

Identity

Chad Jeffery Oviatt · SALT LAKE CITY, UT

Registration

CRD #3234810 · ZIONS CAPITAL ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZIONS CAPITAL ADVISORS, INC.

ZIONS CAPITAL ADVISORS, INC.

Mar 2015 – Dec 2017

SALT LAKE CITY, UT

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Nov 2004 – Jul 2006

CHAGRIN FALLS, OH

CITIGROUP GLOBAL MARKETS INC.

Nov 2003 – Nov 2004

CHAGRIN FALLS, OH

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 2002 – Nov 2003

HUDSON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · August 8, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZIONS CAPITAL ADVISORS, INC.

CRD 131308 · SEC 801-63287

AUM

$1.8B

Regulatory assets under management

Employees

86 client accounts

Services offered by ZIONS CAPITAL ADVISORS, INC.

Per Form ADV

Selection of other advisers

View all advisors at ZIONS CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Chad Jeffery Oviatt offer?

Chad Jeffery Oviatt specializes in Wealth Management.

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, last registered with ZIONS CAPITAL ADVISORS, INC..

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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