Chad Valchar has been an investment adviser representative at R.i.t. Wealth Advisors since September 2026, and is not listed among the firm’s executive officers or direct owners.
R.i.t. Wealth Advisors Inc. is a San Luis Obispo, CA firm with $235M under management, 262 clients and 1 adviser in one office, as of its September 2026 filing.
Chad Valchar’s longest registration was 4 years at Edward Jones (2019–2024). Before joining R.i.t. Wealth Advisors in 2026, Chad Valchar was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- Strategic Advisers LLC– · 1 yearSanta Barbara, CA · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 288590
- Edward Jones– · 4 yearsMontecito, CA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Chad Valchar is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- CaliforniaSince 8 September 2026
- TexasSince 8 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 November 2019 |
| Series 7TO | General Securities Representative Examination | 18 October 2019 |
| SIE | Securities Industry Essentials Examination | 24 September 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Chad Errick Valchar
- CRD
- 7169216
- Firm
- R.i.t. Wealth Advisors · CRD 339934
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Chad Valchar work?
Chad Valchar is an investment adviser representative registered through R.i.t. Wealth Advisors Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Chad Valchar a financial advisor?
Yes. Chad Valchar has a current investment-adviser registration in California and Texas, through R.i.t. Wealth Advisors since September 2026.
How many years of experience does Chad Valchar have?
Chad Valchar has 6 years in the financial industry, since February 2020, across 4 adviser firms.
What exams has Chad Valchar passed?
Chad Valchar has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2019.
Where did Chad Valchar work before R.i.t. Wealth Advisors?
Before R.i.t. Wealth Advisors, Chad Valchar was registered through Strategic Advisers LLC, March 2025 to June 2026; Fidelity Personal and Workplace Advisors, May 2024 to March 2025; Edward Jones, November 2019 to April 2024.
Is Chad Valchar registered with FINRA?
No. Chad Valchar has no current broker registration.
How can I verify Chad Valchar’s record?
Search CRD 7169216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Valchar’s full registration record.