CW
Chandler D. Williamson
FYRA CAPITAL MANAGEMENT
St. Louis, MO 63131
Some features on this profile are disabled
CRD#: 6648815
CW
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.
1.) Pineridge Advisors, LLC dba FYRA Capital Management POSITION: Financial Advisor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE 02/2024 ADDRESS: 12444 Powerscourt Drive, STE 235, St. Louis, MO 63131 DESCRIPTION: Insurance Sales and Services. 2.) Rental Property POSITION: Owner NATURE: Single Family Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE 10/2023 ADDRESS: 1900 Sidney Street, Unit C, St. Louis, MO 63104 DESCRIPTION: Rent collection, Property Management 3.) FYRA LLC DBA FYRA CAPITAL MANAGEMENT POSITION: Financial Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/12/2024 ADDRESS: 12444 Powerscourt Dr, Ste 235, St Louis MO 63131, United States
CRS (Client Relationship Summary) - RIA
Click below to view Chandler Dalton Williamson'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
March 19, 2024 - Present
FYRA CAPITAL MANAGEMENT
Office #1: 12444 Powerscourt Drive Suite 200, St. Louis, MO 63131RIA
CRD#: 315100
St. Louis, MO
Current
March 6, 2024 - Present
AE FINANCIAL SERVICES, LLC
Office #1: 12444 Powerscourt Drive Suite 235, St. Louis, MO 63131BD
CRD#: 298608
St. Louis, MO
Past
January 4, 2018 - February 8, 2024
PREFERRED CAPITAL SECURITIES, LLC
BD
CRD#: 169719
ATLANTA, GA
Past
June 16, 2016 - November 22, 2017
E*TRADE SECURITIES LLC
BD
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".
FC
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.RR
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
RR
Georgia(3/6/2024)
RR
Illinois(3/6/2024)
IAR
Illinois(3/19/2024)
RR
Missouri(3/6/2024)
IAR
Missouri(4/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
10
SEC notice filing (6 States and Territories)
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.
Company Information
FYRA CAPITAL MANAGEMENT
CRD#: 315100St. Louis, MO 63131TRUST BUT VERIFY
Monitor Chandler Williamson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
