Chandler D. Williamson

FYRA CAPITAL MANAGEMENT

St. Louis, MO 63131

CRD#: 6648815

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Professional summary

Chandler Dalton Williamson is a registered financial advisor currently at FYRA CAPITAL MANAGEMENT located in St. Louis, Missouri and AE FINANCIAL SERVICES, LLC located in St. Louis, Missouri.

Chandler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Chandler has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chandler Dalton Williamson'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®

None

Experience

Current

March 19, 2024 - Present

FYRA CAPITAL MANAGEMENT

Office #1: 12444 Powerscourt Drive Suite 200, St. Louis, MO 63131

RIA

CRD#: 315100

St. Louis, MO

Current

March 6, 2024 - Present

AE FINANCIAL SERVICES, LLC

Office #1: 12444 Powerscourt Drive Suite 235, St. Louis, MO 63131

CRD#: 298608

St. Louis, MO

Past

January 4, 2018 - February 8, 2024

PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719

ATLANTA, GA

Past

June 16, 2016 - November 22, 2017

E*TRADE SECURITIES LLC

CRD#: 29106

ALPHARETTA, GA

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".

FYRA CAPITAL MANAGEMENT

FYRA CAPITAL MANAGEMENT | PINERIDGE ADVISORS, LLC | HEISE ADVISORY GROUP | FYRA CAPITAL MANAGEMENT, LLC

CRD#: 315100 / SEC#: 801-121800

RIA

Registered Investment Advisory firm - (7/19/2021 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

Georgia
(3/6/2024)

Illinois
(3/6/2024)

IAR

Illinois
(3/19/2024)

Missouri
(3/6/2024)

IAR

Missouri
(4/5/2024)

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 65

Date: 3/19/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/27/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FYRA CAPITAL MANAGEMENT

FYRA CAPITAL MANAGEMENT | PINERIDGE ADVISORS, LLC | HEISE ADVISORY GROUP | FYRA CAPITAL MANAGEMENT, LLC

CRD#: 315100 / SEC#: 801-121800

RIA

Registered Investment Advisory firm - (7/19/2021 Approved)

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Contact information

Main Address

1520 South 5th Street Suite 300, St. Charles, MO 63303

Mailing Address

Phone number

(636) 573-1212

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,214
AUM (Assets Under Management)	$ 436,817,116

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

Chandler D. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chandler Dalton Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE FINANCIAL SERVICES, LLC

PREFERRED CAPITAL SECURITIES, LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

FYRA CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2024

Series 63

Date: 6/27/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/16/2016

FINRA

Current Firm

FYRA CAPITAL MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FYRA CAPITAL MANAGEMENT

TRUST BUT VERIFY

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