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Chadsel Chen
CHADSEL LLC
New York, NY 10019
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CRD#: 6940440
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Professional summary
Chadsel Chen is a registered financial advisor currently at CHADSEL LLC located in New York, New York.
Chadsel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chadsel has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Chadsel Chen'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
January 28, 2022 - Present
CHADSEL LLC
Office #1: 142 West 57th Street 11th Fl, New York, NY 10019RIA
CRD#: 296857
New York, NY
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
New York(1/28/2022)
Current Firm
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CHADSEL LLC
CHADSEL LLC
CRD#: 296857 / SEC#:
New York
Registered Investment Advisory firm - (11/21/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
142 West 57th Street 11th Fl, New York, NY 10019
Mailing Address
Phone number
(212) 749-9408
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 1,137,647 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
