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Advisors / New York / North Tonowanda
29yrs

Chad Cornell

Full name on record: Chad Patrick Cornell

Financial advisor at Osaic Wealth

Based in North Tonowanda, New York, Chad Cornell is a fiduciary financial advisor with 29 years of industry experience. Chad has been with Osaic Wealth since 2024; before that, Chad spent three years at Securities America Advisors. Chad holds the CFP® designation.

North Tonowanda, NY 14120CFP®Top 19% by experience nationwideFiduciary advisor
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At a glance

Experience29 years (since 1997)
How that compares ?Top 19% by experience nationwide
Office712 Niagara Falls Blvd, North Tonowanda, NY 14120
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    Osaic Wealth, Inc.Current firm
  2. 2021 – 2024
    Securities America Advisors, Inc.Previously

Contact Chad

712 Niagara Falls Blvd
North Tonowanda, NY 14120Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ

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Questions to ask Chad

Tailored to Chad’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Chad

How do I contact Chad?

Call Osaic Wealth at (800) 821-5100 and ask for Chad Cornell. Chad works from the North Tonowanda, NY office.

How long has Chad been a financial advisor?

Chad has been in the industry since 1997, about 29 years. Top 19% by experience nationwide.

What licenses does Chad hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Chad a fiduciary?

Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Chad paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chad for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.