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Chad Allen Tischer

Chad Allen Tischer

Description

Chad Tischer is a Principal and Director of Consulting for The Wealth OfficeTM at DiMeo Schneider & Associates, L.L.C. In this role, he advises high net worth clients, family offices, and endowments & foundations. He is a member of the firms Asset Allocation committee, an internal advisory group which researches broad ...(see more)

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Chad Allen Tischer has not answered any questions on Financial Q&A.

Top Guides

Chad Allen Tischer has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
High Net Worth Individuals
Pension and Profit Sharing Plans
Charitable Organizations
Individuals
Banking or Thrift Institutions
Corporations or Other Businesses
Other Pooled Investment Vehicles
State or Municipal Government Entities
Other Investment Advisors

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Commonwealth Financial Network 1 year, 5 months Jul 2003 - Dec 2004
Dimeo Schneider & Associates 10 years Jun 2003 - Present
Portfolio Brokerage Services, Inc. 1 year Jun 2002 - Jun 2003
Envestnetpmc, Inc. 1 year, 11 months Jul 2001 - Jun 2003
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 05/09/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
05/09/2012
05/23/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Uniform Securities Agent State Law Examination Series 63 07/26/1999
General Securities Representative Examination Series 7 05/19/1999

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees
  • Other: (6) Performance-based fees