Antone S. Bulich

CHIMERA WEALTH

Gold River, CA

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CRD#: 5943583

Professional summary

Antone Steven Bulich, who also goes by Antone Steven Bulich III, Antone Steven Bulich, is a registered financial advisor currently at CHIMERA WEALTH located in Gold River, California.

Antone is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Antone has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Antone Steven Bulich Iii | Antone Steven Bulich

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. Notary Public; investment related: No; Location: 6300 Barcelona Court Granite Bay California 95746 USA; Description of the business: Notarizing documents mainly loan signings and notarizing signatures. I wilL NOT be conducting notary for any transactions for which Chimera has any interest in.; Responsibilities Duties: Notarizing documents mainly loan signings and notarizing signatures. I wilL NOT be conducting notary for any transactions for which Chimera has any interest in.; Start date with business: 2022-02-21; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 10; 2. Financial Analyst; PowerSchool; Is the business investment related: No; Location of the business: 150 Parkshore Dr. Folsom CA 95630 US; oba street address: 150 Parkshore Dr.; Description of the business: The company sells cloud technology to school districts.; Responsibilities Duties: Reviewing deal pricing with school districts to ensure profitability.; Start date with business: 2023-11-06; Hours per month devoted to business during trading hours: 80; Hours per month devoted to business outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 75;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antone Steven Bulich'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®

None

Experience

Current

December 22, 2020 - Present

CHIMERA WEALTH

RIA

CRD#: 311674

Gold River, CA

Past

July 25, 2018 - November 16, 2018

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

SACRAMENTO, CA

Past

July 24, 2018 - November 16, 2018

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

SACRAMENTO, CA

Past

June 10, 2016 - November 15, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Santa Rosa, CA

Past

June 10, 2016 - March 23, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Santa Rosa, CA

Past

May 1, 2015 - July 29, 2016

PROTECTED INVESTORS OF AMERICA

RIA

CRD#: 6082

Santa Rosa, CA

Past

May 1, 2015 - August 1, 2016

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

Santa Rosa, CA

Past

December 14, 2012 - May 7, 2015

WADDELL & REED

RIA

CRD#: 866

SACRAMENTO, CA

Past

September 17, 2012 - May 7, 2015

WADDELL & REED

CRD#: 866

SACRAMENTO, CA

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
(12/22/2020)

IAR

Texas
(1/27/2022)

IAR

Washington
(4/21/2021)

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

IAR

Series 66

Date: 12/13/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2012

General Securities Representative Examination

Current Firm

CHIMERA WEALTH

CHIMERA WEALTH | CHIMERA WEALTH LLC

CRD#: 311674 / SEC#:

California

Registered Investment Advisory firm - (12/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/27/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (4/21/2021 Approved)

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Contact information

Main Address

Gold River, CA

Mailing Address

6650 Fair Oaks Blvd #155, Carmichael, CA 95608

Phone number

(707) 582-0007

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 10,906,612

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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Firm Stability Insights

Antone S. Bulich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antone Steven Bulich's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PROTECTED INVESTORS OF AMERICA

PROTECTED INVESTORS OF AMERICA

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2012

Current Firm

CHIMERA WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHIMERA WEALTH

TRUST BUT VERIFY

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