Brett S. Chipser
Professional summary
Brett Stephen Chipser, who also goes by Brett Chipser, is a registered financial advisor currently at CHIPSER WEALTH MANAGEMENT, LLC located in Destin, Florida.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brett has worked at 3 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brett Stephen Chipser's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2020 - Present
CHIPSER WEALTH MANAGEMENT, LLC
Office #1: 4300 Legendary Drive Suite 230, Destin, FL 32541November 8, 2013 - January 29, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
November 6, 2013 - January 29, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
December 9, 2004 - November 7, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 5, 2004 - November 7, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CHIPSER WEALTH MANAGEMENT, LLC
CRD#: 306396 / SEC#: 801-129525
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/14/2020)
(1/16/2020)
(2/2/2021)
(9/21/2020)
(9/18/2020)
Exams
Current Firm
CHIPSER WEALTH MANAGEMENT, LLC
CRD#: 306396 / SEC#: 801-129525
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 342 |
| AUM (Assets Under Management) | $ 116,000,000 |
Red Flags
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