Chelsea L. Blasch

STERLING INVESTMENT COUNSEL

BUFFALO, NY 14202

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CRD#: 6021182

Professional summary

Chelsea Lynn Blasch, CFP®, who also goes by Chelsea Lynn Khalil, Chelsea Khalil, is a registered financial advisor currently at STERLING INVESTMENT COUNSEL, LLC located in Buffalo, New York and LPL FINANCIAL LLC located in Buffalo, New York.

Chelsea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Chelsea has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chelsea Lynn Khalil | Chelsea Khalil

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- 01/11/2018 - Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2- 03/12/2018 - JENSEN, MARKS, LANGER, AND VANCE LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3- 11/20/2024 - Sterling Investment Counsel, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/12/2024 - 130 Hours Per Month/ During Trading -I provide investment advisory services through Sterling Investment Counsel, LLC, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 130 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Lynn Blasch'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

Experience

Current

April 9, 2018 - Present

STERLING INVESTMENT COUNSEL, LLC

Office #1: 360 Delaware Avenue Suite 400, Buffalo, NY 14202

RIA

CRD#: 282624

BUFFALO, NY

Current

February 14, 2018 - Present

LPL FINANCIAL LLC

Office #1: 360 Delaware Ave Ste 400, Buffalo, NY 14202

RIA

CRD#: 6413

BUFFALO, NY

Past

February 14, 2018 - April 5, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

September 24, 2014 - February 14, 2018

SII INVESTMENTS, INC.

RIA

CRD#: 2225

BUFFALO, NY

Past

May 8, 2014 - February 14, 2018

SII INVESTMENTS, INC.

CRD#: 2225

BUFFALO, 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".

STERLING INVESTMENT COUNSEL, LLC

CRD#: 282624 / SEC#: 801-107624

RIA

Registered Investment Advisory firm - (4/6/2016 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(2/14/2018)

IAR

New York
(8/16/2021)

Ohio
(2/14/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/23/2014

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: 5/8/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STERLING INVESTMENT COUNSEL, LLC

CRD#: 282624 / SEC#: 801-107624

RIA

Registered Investment Advisory firm - (4/6/2016 Approved)

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Contact information

Main Address

360 Delaware Avenue Suite 400, Buffalo, NY 14202

Mailing Address

Phone number

(716) 783-7054

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-STERLING INVESTMENT COUNSEL, LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,038
AUM (Assets Under Management)	$ 819,283,156

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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Advisor Monitoring

Firm Stability Insights

Chelsea L. Blasch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Lynn Blasch's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

Primary Firm SEC Registration

STERLING INVESTMENT COUNSEL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2014

FINRA

Current Firm

STERLING INVESTMENT COUNSEL, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STERLING INVESTMENT COUNSEL, LLC

TRUST BUT VERIFY

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