Chelsea Dodson
Professional Summary
Chelsea Dodson, who also goes by Chelsea Briann Dodson, is a registered financial advisor currently at LEIGH BALDWIN & CO., LLC located in Cazenovia, New York and SOUND INCOME WEALTH, LLC located in Fort Lauderdale, Florida. Chelsea is registered as a RR (Registered Representative) and started their career in finance in 2021. Chelsea has worked at 3 firms and has passed the SIE and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chelsea Briann Dodson
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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
7 years in the financial services industry
Current & Past Employments
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Current Firm
CURRENT CAPITAL SECURITIES LLC
Contact Information
Main Address
950 Third Ave - 26th Floor, New York, NY 10022Mailing Address
950 Third Ave - 26th Floor, New York, NY 10022Phone Number
(212) 737-3671Established
Delaware since 04/04/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
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 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Apr 2021About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Chelsea Dodson's CRS (Customer Relationship Summary).
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