Chester A. Straily

PARKSTONE WEALTH MANAGEMENT

Arlington, TX 76011

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CRD#: 4533770

Professional summary

Chester Alan Straily is a registered financial advisor currently at PARKSTONE WEALTH MANAGEMENT, LLC located in Arlington, Texas.

Chester is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Chester has worked at 3 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 26 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chester Alan Straily'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

January 23, 2014 - Present

PARKSTONE WEALTH MANAGEMENT, LLC

Office #1: 1000 Ballpark Way Suite 302, Arlington, TX 76011

RIA

CRD#: 168253

Arlington, TX

Past

October 23, 2009 - August 22, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

October 23, 2009 - August 22, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Past

September 23, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

DALLAS, TX

Past

December 13, 2005 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

DALLAS, TX

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".

PARKSTONE WEALTH MANAGEMENT, LLC

PARKSTONE WEALTH MANAGEMENT, LLC | TACTICAL ADVISOR 10, LLC

CRD#: 168253 / SEC#: 801-78430

RIA

Registered Investment Advisory firm - (8/9/2013 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

Texas
(1/23/2014)

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 66

Date: 9/17/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/19/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/25/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/12/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/2/2006

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PARKSTONE WEALTH MANAGEMENT, LLC

PARKSTONE WEALTH MANAGEMENT, LLC | TACTICAL ADVISOR 10, LLC

CRD#: 168253 / SEC#: 801-78430

RIA

Registered Investment Advisory firm - (8/9/2013 Approved)

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Contact information

Main Address

1000 Ballpark Way Suite 302, Arlington, TX 76011

Mailing Address

Phone number

(817) 962-0068

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 201,134,485

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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Chester A. Straily

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chester Alan Straily's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

PARKSTONE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2008

Series 63

Date: 12/19/2005

Series 7

Date: 6/25/2008

Series 6

Date: 12/12/2005

Series 26

Date: 5/2/2006

Current Firm

PARKSTONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKSTONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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