Tradewise Advisors, Inc. (Chicago)

Name: Tradewise Advisors, Inc.
Address: 600 West Chicago Avenue, Suite 100, Chicago, IL, 60654
Telephone: 877-733-6786

Tradewise Advisors, Inc. is a multi-state adviser based in Chicago. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Tradewise Advisors provides publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tradewise Advisors, Inc. for their services and products based on subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Joseph Gerard Kinahan serves?

The only and largest group of clients of Joseph Gerard Kinahan is individuals with 3,143 clients and $0 of assets under management. Among the 0 most similar advisory firms, Tradewise Advisors has the 0th lowest percentage of individuals out of all clients.

1% of the firm’s clients are foreign persons or businesses.

Tradewise Advisors doesn't advise any private funds.

Careers at Tradewise Advisors, Inc.

Joseph Gerard Kinahan has been acting as President since 1 Mar 2010. Bradley Allan Nave joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Paul Krager	Chief compliance officer	1 Mar 2010	Other	2943927
Steve Mark Quirk	Chief executive officer	1 Mar 2010	Other	2728768
Joseph Gerard Kinahan	President	1 Mar 2010	Other	2349102
Gilbert Russell Ott	Secretary	1 Mar 2010	Other	877316
Thomas Scott White	Vice president	1 Jul 2011	Other	2423324
Christian David Wright	Vice president,operations manager	1 Jul 2011	Other	4280867
John Thomas Bradley	Director	1 Feb 2012	Other	1436857
John Jay Ehlers	Director	1 Dec 2013	Other	2070761
Td Ameritrade Online Holdings Corp	Shareholder	1 Mar 2014	75% - 100%	47-0642657
Michael Joseph Murphy	Director	1 Dec 2014	Other	1902097
Karen A. Cassidy	Treasurer	1 Mar 2015	Other	5926625
Steve Boyle	Director	1 Oct 2015	Other	4434955
William Thomas Yates	Treasurer	1 Oct 2016	Other	2749545
Peter James Desilva	Director	1 Sep 2017	Other	1740057
Bradley Allan Nave	Vice president	1 Dec 2018	Other	5366444

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Td Ameritrade Holding Corporation	Shareholder	1 Mar 2010	75% - 100%	82-0543156

Based in Chicago

The principal office where Tradewise Advisors, Inc. performs its advisory services is located at 600 West Chicago Avenue, Suite 100, Chicago, IL 60654, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-733-6786 or by fax 312-880-2932. The normal business hours are 7:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at twitter.com/tradewise.