CT
Chad Thomas Whiteley
CRD 7494781
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Sierra Summit Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sierra Summit Advisors Llc
Member · 10% – 25% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗