Dalton L. Chandler

MRA ADVISORY GROUP

PARSIPPANY, NJ 07054

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CRD#: 1859086

Professional summary

Dalton Lee Chandler II, who also goes by (ii) Dalton Lee Chandler, Dalton Lee Chandler, is a registered financial advisor currently at MRA ADVISORY GROUP located in Parsippany, New Jersey.

Dalton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Dalton has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

(ii) Dalton Lee Chandler | Dalton Lee Chandler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dalton Lee Chandler II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 22, 2017 - Present

MRA ADVISORY GROUP

Office #1: 14 Walsh Drive Suite 302, Parsippany, NJ 07054

RIA

CRD#: 287933

PARSIPPANY, NJ

Past

May 27, 2017 - January 14, 2018

SGMA CAPITAL MARKETS LIMITED

CRD#: 135327

PARSIPPANY, NJ

Past

June 24, 2016 - June 2, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PARSIPPANY, NJ

Past

June 22, 2016 - June 2, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PARSIPPANY, NJ

Past

September 28, 2015 - May 11, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PARAMUS, NJ

Past

September 28, 2015 - May 11, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PARAMUS, NJ

Past

May 11, 2015 - July 13, 2015

EDWARD JONES

RIA

CRD#: 250

CLIFTON, NJ

Past

May 8, 2015 - July 13, 2015

EDWARD JONES

CRD#: 250

CLIFTON, NJ

Past

October 17, 2014 - December 22, 2015

MCADAM LLC

RIA

CRD#: 170914

JERSEY CITY, NJ

Past

October 3, 2014 - June 2, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Jersey City, NJ

Past

April 14, 2014 - October 3, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

JERSEY CITY, NJ

Past

February 25, 2014 - October 3, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

JERSEY CITY, NJ

Past

June 23, 1998 - January 10, 2013

NEEDHAM & COMPANY, LLC

CRD#: 16360

NEW YORK, NY

Past

December 2, 1997 - April 24, 1998

H.C.WAINWRIGHT & CO., LLC

CRD#: 375

NEW YORK, NY

Past

March 8, 1989 - August 19, 1991

HENRY ANSBACHER INC.

CRD#: 20899

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MRA ADVISORY GROUP

MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP

CRD#: 287933 / SEC#: 801-110363

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(5/9/2023)

IAR

New Jersey
(6/22/2017)

IAR

Texas
(2/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/20/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/10/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 3/9/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 10/15/1988

General Securities Representative Examination

Current Firm

MRA ADVISORY GROUP

MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP

CRD#: 287933 / SEC#: 801-110363

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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Contact information

Main Address

14 Walsh Drive Suite 302, Parsippany, NJ 07054

Mailing Address

Phone number

(844) 672-7623

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MRA FIRM BROCHURE (9/15/2025)

MRA WRAP FEE BROCHURE (4/9/2025)

MRA FIRM BROCHURE - BRAZILIAN FINAL (4/9/2025)

Regulatory assets under management

Total Number of Accounts	401
AUM (Assets Under Management)	$ 293,619,805

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Dalton L. Chandler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dalton Lee Chandler II's CRS (Customer Relationship Summary).

Certified licenses

Experience

SGMA CAPITAL MARKETS LIMITED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

MCADAM LLC

PURSHE KAPLAN STERLING INVESTMENTS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

NEEDHAM & COMPANY, LLC

H.C.WAINWRIGHT & CO., LLC

HENRY ANSBACHER INC.

Primary Firm SEC Registration

MRA ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2014

Series 63

Date: 10/10/1988

SIE

Date: 1/14/2018

Series 87

Date: 3/9/2005

Series 7

Date: 10/15/1988

Current Firm

MRA ADVISORY GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MRA ADVISORY GROUP

TRUST BUT VERIFY

Contact information

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