Chad E. Vidovich
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
AVON, OH
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CRD#: 3261581
Professional summary
Chad Edward Vidovich, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Avon, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Ohio.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Chad has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I am passionate about the difference a collaborative planning process can make in people's lives. Using my over twenty years of experience, my commitment is not only to understand your unique circumstances, but to make even the most complex concepts understandable, as we communicate. Together, we will leverage Fidelity's respected brand, resources, and cost effective platform, to craft your team, and build and execute your plan.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Education Planning
Estate Planning
Retirement Income Management
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Edward Vidovich's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Education
College for Financial Planning
Master of Applied Science - Personal Financial Planning
2018
University of Toledo
Bachelor of Arts (BA) - Economics
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1800 Crocker Road, Westlake, OH 44145RIA
CRD#: 104555
AVON, OH
Current
December 21, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1800 Crocker Road, Westlake, OH 44145BD
CRD#: 7784
Westlake, OH
Past
January 5, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, OH
Past
October 24, 2003 - December 7, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Westlake, OH
Past
October 23, 2003 - December 7, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Westlake, OH
Past
January 30, 2003 - October 6, 2003
CHARTER ONE SECURITIES, INC.
BD
CRD#: 13373
CLEVELAND, OH
Past
June 6, 2001 - January 30, 2003
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
August 15, 2000 - March 12, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 15, 2000 - March 12, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(12/21/2021)
RR
Colorado(12/21/2021)
RR
Florida(12/21/2021)
RR
Georgia(12/21/2021)
RR
Illinois(12/21/2021)
RR
Kansas(12/21/2021)
RR
Maryland(10/24/2025)
RR
Michigan(12/21/2021)
RR
Minnesota(12/21/2021)
RR
Missouri(5/3/2024)
RR
New Jersey(12/21/2021)
RR
New York(3/4/2022)
RR
North Carolina(12/21/2021)
RR
Ohio(12/21/2021)
IAR
Ohio(3/31/2025)
RR
Oregon(10/24/2025)
RR
Pennsylvania(12/21/2021)
RR
South Carolina(12/21/2021)
RR
Tennessee(7/7/2022)
RR
Texas(12/21/2021)
IAR
Texas(3/31/2025)
RR
Virginia(12/21/2021)
RR
Washington(3/25/2023)
RR
Wisconsin(10/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Avon, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
