Mark Chemtob

CHEMISTRY WEALTH MANAGEMENT LLC

New York, NY 10006

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CRD#: 3099258

Professional summary

Mark Chemtob, CFP® is a registered financial advisor currently at CHEMISTRY WEALTH MANAGEMENT LLC located in New York, New York.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Licensed insurance professional; same address; non-advisory; less than 10% of business time. 2) Benoelle LLC; Owner; Business used for office lease and to pay office bills; New York, NY 10006; Not Investment related; Dec 2017 to present; 0 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Chemtob'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

September 16, 2021 - Present

CHEMISTRY WEALTH MANAGEMENT LLC

Office #1: 111 Broadway Room 602, New York, NY 10006

RIA

CRD#: 316069

New York, NY

Past

October 4, 2006 - September 21, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

New York, NY

Past

September 24, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 24, 1998 - September 21, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

New York, NY

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".

CHEMISTRY WEALTH MANAGEMENT LLC

ALAMASTRAND WEALTH MANAGEMENT, LLC | CHEMISTRY WEALTH MGMT | CHEMISTRY WEALTH MANAGEMENT LLC | CHEMISTRY WEALTH MANAGEMENT | CHEMISTRY WEALTH

CRD#: 316069 / SEC#: 801-122166

RIA

Registered Investment Advisory firm - (8/26/2021 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

New York
(9/16/2021)

IAR

Texas
(12/2/2021)

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

Series 63

Date: 9/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/1998

General Securities Representative Examination

Current Firm

CHEMISTRY WEALTH MANAGEMENT LLC

ALAMASTRAND WEALTH MANAGEMENT, LLC | CHEMISTRY WEALTH MGMT | CHEMISTRY WEALTH MANAGEMENT LLC | CHEMISTRY WEALTH MANAGEMENT | CHEMISTRY WEALTH

CRD#: 316069 / SEC#: 801-122166

RIA

Registered Investment Advisory firm - (8/26/2021 Approved)

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Contact information

Main Address

111 Broadway Room 602, New York, NY 10006

Mailing Address

Phone number

(212) 970-8900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHEMISTRY DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/21/2025)

Regulatory assets under management

Total Number of Accounts	1,817
AUM (Assets Under Management)	$ 1,033,469,543

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.

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Mark Chemtob

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Chemtob's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHEMISTRY WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CHEMISTRY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/1998

SIE

Date: 10/1/2018

Series 7

Date: 9/23/1998

Current Firm

CHEMISTRY WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHEMISTRY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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