Chad Ray Ealey

Financial advisor at Bok Financial Advisors

Last updated 2026-10-10

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Chad Ray Ealey is a financial advisor at Bok Financial Advisors, CRD 5195462. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2007-10-03.

Registration

CRD number
5195462
Registration status
Active
IAPD registration
2007-10-03
Industry Experience
19 years
Work Experience
18 years
States registered
OK

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2008-06 to Present · Bok Financial Securities, Inc. · Oklahoma City, OK
  • 2008-06 to Present · Bokf, NA · Oklahoma City, OK

Current employment

SEC IAPD record for Chad Ray Ealey

Bok Financial Advisors

Regulatory AUM
$1,058,021,768
Registered advisors
139
Offices
117
Clients per advisor
24.0 (Low)
Average AUM per client
$317.3K (Low)
High-net-worth client ratio
10.5% (Low)

Bok Financial Advisors: advisors, services and reported ETF investments

About

Chad Ray Ealey is a financial advisor at Bok Financial Securities, Inc., operating as Bok Financial Advisors. Reported securities licenses include Series 63 and Series 65. The latest record indicates 19 years of industry experience and 18 years of reported work history.

Bok Financial Advisors' firm-level Form ADV reports 139 advisors across 117 offices; approximately 24.0 clients per advisor, average assets per client of $317,343, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by Bok Financial Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Registered Municipal Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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