Chad Tom

3596 Maple Ave Ste A

Zanesville, OH

43701

Phone:

Email:

740-297-7070

As a Partner and Wealth Advisor with Stratos Wealth Partners, Chad Tom assists clients with all areas of financial, nonprofit and endowment advisory, education and estate planning. He enjoys working with clients who are serious about planning for their future, as well as their families’. Mr. Tom also specializes in assisting business owners with planning for 401(k)’s, insurance and succession planning. He brings more than 17 years of experience in the financial services industry to the Stratos Wealth Partners team.

 

Prior to joining Stratos, Mr. Tom worked as a Portfolio Manager at Huntington National Bank for nine years, where he managed $300 million in assets. Mr. Tom also served as a Financial Advisor at Century National Bank for two years, managing $50 million in assets.

 

Mr. Tom attended Mount Union University, where he earned his bachelor’s in Finance with a minor in Economics. He also received his certificate in Financial Planning from Boston University in 2013. Additionally, he has obtained his Series 6, 7 & 24 registrations through LPL Financial and series 66 registration through LPL and Stratos Wealth Partners and his Ohio Life and Health license. Outside of the office, Mr. Tom is a member of the North Terrace Church of Christ and volunteers as a Franklin Youth athletic coach.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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