CE
Chelsea L. English
ROOT FINANCIAL PARTNERS
Annapolis, MD
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CRD#: 5893137
CE
Professional summary
Chelsea Lynn English, who also goes by Chelsea Lynn Soper, is a registered financial advisor currently at ROOT FINANCIAL PARTNERS located in Annapolis, Maryland.
Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Chelsea has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chelsea Lynn Soper
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) Name of Business: Address: 993 Westway, Annapolis, MD, 21409, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 10/03/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Occasionally watching neighbor's dog when they are out of town. Only happens when both owners are out of town at the same time, usually for just a day or two. We will often go months at a time between watching the dog. There has been a couple instances of greater frequency when one goes out of town for an extended period to see family. (2) Name of Business: Lee, Sipe and Associates Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: client service (3) Name of Business: Serving Those Who Serve Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: client service
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea Lynn English's 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®
NoneExperience
Current
May 16, 2025 - Present
ROOT FINANCIAL PARTNERS
RIA
CRD#: 290289
Annapolis, MD
Past
September 25, 2023 - April 28, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
ROCKVILLE, MD
Past
September 25, 2023 - April 28, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ROCKVILLE, MD
Past
October 17, 2017 - September 25, 2023
HANTZ FINANCIAL SERVICES, INC.
RIA
CRD#: 46047
GRANDVILLE, MI
Past
August 25, 2017 - September 25, 2023
HANTZ FINANCIAL SERVICES, INC.
BD
CRD#: 46047
GRANDVILLE, MI
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".
ROOT FINANCIAL PARTNERS
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS
CRD#: 290289 / SEC#: 801-125945
RIA
Registered Investment Advisory firm - (7/8/2022 Approved)California
Registered Investment Advisory firm - (8/11/2022 Terminated)Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)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
California(5/16/2025)
IAR
Maryland(5/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ROOT FINANCIAL PARTNERS
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS
CRD#: 290289 / SEC#: 801-125945
RIA
Registered Investment Advisory firm - (7/8/2022 Approved)California
Registered Investment Advisory firm - (8/11/2022 Terminated)Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1106 2nd Street Suite 102, Encinitas, CA 92024
Mailing Address
Phone number
(760) 452-0720
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,597 |
| AUM (Assets Under Management) | $ 1,106,417,268 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
