AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CD

Chelsea Dodson

LEIGH BALDWIN & CO.
Cazenovia, NY 13035-0660
Some features on this profile are disabled
CRD#: 7057764
CD

Professional summary

Chelsea Dodson, who also goes by Chelsea Briann Dodson, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Chelsea Briann Dodson

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) - BD

Click below to view Chelsea Dodson'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

April 12, 2021 - Present

LEIGH BALDWIN & CO., LLC

Office #1: 112 Albany Street, Cazenovia, NY 13035-0660
RIA
BD
CRD#: 38751
Cazenovia, NY
Current

February 5, 2026 - Present

SOUND INCOME WEALTH, LLC

Office #1: 500 W. Cypress Creek Road, Ste. 240, Fort Lauderdale, FL 33309-6137
BD
CRD#: 335726
FORT LAUDERDALE, FL
Current

March 17, 2026 - Present

CURRENT CAPITAL SECURITIES LLC

Office #1: 950 Third Ave - 26th Floor, New York, NY 10022
BD
CRD#: 288891
New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 11/19/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 28
Date: 4/12/2021
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CURRENT CAPITAL SECURITIES LLC
CURRENT CAPITAL SECURITIES LLC

CRD#: 288891 / SEC#: , 8-69966

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
950 Third Ave - 26th Floor, New York, NY 10022
Mailing Address
950 Third Ave - 26th Floor, New York, NY 10022
Phone number
(212) 737-3671
Established
Delaware since 04/04/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CURRENT CAPITAL PARTNERS LLCMEMBER
CHIN, PHYLLIS NYUK FAHFINANCIAL AND OPERATIONS PRINCIPAL6250921
FOSTER, JONATHAN FRANKCEO/ MANAGING PARTNER/ CCO1688159

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

CURRENT CAPITAL SECURITIES LLC

CRD#: 288891Cazenovia, NY 13035-0660

TRUST BUT VERIFY

Monitor Chelsea Dodson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

RA
Roman AuerbachAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
RR
Syracuse, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.