Chad Tacia has been an investment adviser representative at Your Ia since December 2025, and is not listed among the firm’s executive officers or direct owners.
Your Ia, LLC is a St. George, UT firm with $107M under management, 190 clients and 15 advisers across 20 offices, as of its August 2026 filing.
Chad Tacia’s longest registration was 9 years at Transamerica Financial Advisors, Inc. (2015–2024). Before joining Your Ia in 2025, Chad Tacia was registered through Transamerica Financial Advisors, Inc. and Investment Advisors International, Inc.
- Your Ia, LLCCurrent– present · under a yearFloresville, TX · Adviser representative · Firm CRD 338535
- Transamerica Financial Advisors, Inc.– · 9 yearsSan Antonio, TX · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · under a yearOak Harbor, WA · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Chad Tacia is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 11 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 25 June 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 April 2015 |
| Series 66 | Uniform Combined State Law Examination | 24 April 2008 |
| Series 7 | General Securities Representative Examination | 17 April 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chad Michael Tacia
- CRD
- 5144699
- Firm
- Your Ia · CRD 338535
- Office
- Floresville, TX
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Chad Tacia work?
Chad Tacia is an investment adviser representative registered through Your Ia, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Chad Tacia a financial advisor?
Yes. Chad Tacia has a current investment-adviser registration in Texas, through Your Ia since December 2025.
How many years of experience does Chad Tacia have?
Chad Tacia has 12 years in the financial industry, since March 2014, across 3 adviser firms.
What exams has Chad Tacia passed?
Chad Tacia has passed 6 licensing exams: the Series 7, Series 66, Series 6, Series 65, Series 63 and Series 26. The earliest, the Series 7, was passed in April 2008. FINRA credited Chad Tacia with the SIE, which began in October 2018.
Where did Chad Tacia work before Your Ia?
Before Your Ia, Chad Tacia was registered through Transamerica Financial Advisors, Inc., May 2015 to July 2024; Investment Advisors International, Inc., May 2008 to December 2008.
Where is Chad Tacia based?
Chad Tacia’s registered office is in Floresville, TX.
Is Chad Tacia registered with FINRA?
No. Chad Tacia has no current broker registration.
How can I verify Chad Tacia’s record?
Search CRD 5144699 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Tacia’s full registration record.