CM
Chelsea A. Mayer
2260 WEST
BEND, OR 97703
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CRD#: 7312930
CM
Professional summary
Chelsea Anne Mayer is a registered financial advisor currently at 2260 WEST located in Bend, Oregon.
Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Chelsea has worked at 1 firm .
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 Chelsea Anne Mayer'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
November 10, 2020 - Present
2260 WEST
Office #1: 2796 Nw Clearwater Dr, Bend, OR 97703RIA
CRD#: 310460
BEND, OR
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
Oregon(11/10/2020)
Exams
Current Firm
2W
2260 WEST
2260 WEST | 2260 WEST, LLC
CRD#: 310460 / SEC#:
Oregon
Registered Investment Advisory firm - (10/7/2020 Approved)Washington
Registered Investment Advisory firm - (1/2/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2796 Nw Clearwater Dr, Bend, OR 97703
Mailing Address
Phone number
(541) 707-2260
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 76,186,243 |
Red Flags
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