Chad Melcher has been an investment adviser representative at Intrinsic Investors since November 2018, and is not listed among the firm’s executive officers or direct owners.
Intrinsic Investors LLC is a Wauwatosa, WI firm with $129M under management, 156 clients and 3 advisers in one office, as of its January 2026 filing.
Chad Melcher’s longest registration is the current one, 7 years at Intrinsic Investors since 2018.
- CWM, LLCAlso current– present · under a yearWauwatosa, WI · Adviser representative · Firm CRD 155344
- Intrinsic Investors LLCCurrent– present · 7 yearsWauwatosa, WI · Adviser representative · Firm CRD 111968
Investment adviser representative registrations
Chad Melcher is registered as an investment adviser representative in Wisconsin, since November 2018.
- WisconsinSince 9 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 April 2008 |
| Series 7 | General Securities Representative Examination | 29 November 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chad A Melcher
- CRD
- 5115141
- Firm
- Intrinsic Investors · CRD 111968
- Office
- 1200 N MAYFAIR RD, SUITE 330, Wauwatosa, WI 53226
- Registration
- Investment adviser registration
- In the industry since
- January 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Chad Melcher work?
Chad Melcher is an investment adviser representative registered through Intrinsic Investors LLC since November 2018, and is not listed among the firm’s executive officers or direct owners.
Is Chad Melcher a financial advisor?
Yes. Chad Melcher has a current investment-adviser registration in Wisconsin, through Intrinsic Investors since November 2018.
How many years of experience does Chad Melcher have?
Chad Melcher has 17 years in the financial industry, since January 2009, across 2 adviser firms.
What exams has Chad Melcher passed?
Chad Melcher has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2007. FINRA credited Chad Melcher with the SIE, which began in October 2018.
Where is Chad Melcher based?
Chad Melcher’s registered office is in Wauwatosa, WI.
Is Chad Melcher registered with FINRA?
No. Chad Melcher has no current broker registration.
How can I verify Chad Melcher’s record?
Search CRD 5115141 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Melcher’s full registration record.