Merrill
47yrs
Top advisor by experience in Oklahoma City
20yrs
Based in Oklahoma City, Oklahoma, Chad Ealey is a fiduciary financial advisor with 20 years of industry experience. Chad joined BOK Financial Advisors in 2008, after a year at Equitable Advisors. BOK Financial Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 63% of advisors at BOK Financial Advisors
Office499 West Sheridan Avenue 25th, 26th And 27th Floors, Oklahoma City, OK 73102
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$309,017
Advisors at the firm139
States licensed ?1 state
Services through BOK Financial Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowBOK Financial Securities, Inc.Current firm
- Oct 2007 – Apr 2008Equitable Advisors, LLCPreviously
Questions to ask Chad
Tailored to Chad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chad
How do I contact Chad?
Call BOK Financial Advisors at 877-781-6889 and ask for Chad Ealey. Chad works from the Oklahoma City, OK office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2006, about 20 years. More experience than 63% of advisors at BOK Financial Advisors.
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?
BOK Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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.
Other advisors nearby
B.B. Graham & Company
47yrs
Top advisor by experience at B.B. Graham & Company
Osaic Wealth
47yrs
Top 1% by experience in Oklahoma City
UBS Financial Services
46yrs
Top 1% by experience in Oklahoma
D.A. Davidson & Co.
46yrs
Top 1% by experience in Oklahoma
Morgan Stanley
46yrs
Top 1% by experience nationwide