Chandler B Converse Iii
Professional Summary
Chandler B Converse Iii is a registered financial advisor currently at CLEVELAND RESEARCH COMPANY LLC located in Cleveland, Ohio. Chandler is registered as a RR (Registered Representative) and started their career in finance in 2013. Chandler has worked at 1 firm and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
CLEVELAND RESEARCH COMPANY LLC
Contact Information
Main Address
1375 E 9th Street Suite 2700, Cleveland, OH 44114Mailing Address
1375 E 9th Street Suite 2700, Cleveland, OH 44144Phone Number
(216) 649-7250Established
Ohio since 03/24/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
123FINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Apr 2014About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Chandler B Converse Iii's CRS (Customer Relationship Summary).
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