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

Chelsey N. Selheimer

Some features on this profile are disabled
CRD#: 7496903
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chelsey Nicole Selheimer, who also goes by Chelsey Selheimer, was a registered financial professional .

Chelsey is a previously registered financial professional and started their career in finance in 2022. Chelsey had worked at 2 firms and has passed the Series 66, Series 7TO, Series 99TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chelsey Selheimer

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 14, 2024 - August 26, 2025

FIRST HORIZON ADVISORS, INC.

RIA
CRD#: 17117
Memphis, TN
Past

March 13, 2024 - August 26, 2025

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
MEMPHIS, TN
Past

October 4, 2023 - February 7, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Memphis, TN
Past

October 4, 2023 - February 7, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

June 6, 2023 - October 2, 2023

FIRST HORIZON ADVISORS, INC.

RIA
CRD#: 17117
MEMPHIS, TN
Past

February 16, 2022 - October 2, 2023

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
MEMPHIS, TN

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".
FH
FIRST HORIZON ADVISORS, INC.
FIRST HORIZON ADVISORS, INC | FTB ADVISORS, INC. | FIRST TENNESSEE DISCOUNT BROKERAGE, INC. | FIRST TENNESSEE BROKERAGE, INC. | FIRST HORIZON INVESTMENT SERVICES, A DIVISION OF FIRST TENNESSEE BROKERAGE, INC. | FIRST HORIZON ADVISORS, INC.

CRD#: 17117 / SEC#: 801-78594, 8-35061

RIA
Registered Investment Advisory firm - SEC (5/31/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (5/28/2004 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (5/25/2004 Terminated)
California
Registered Investment Advisory firm - SEC (6/15/2004 Terminated)
Delaware
Registered Investment Advisory firm - SEC (5/28/2004 Terminated)
Georgia
Registered Investment Advisory firm - SEC (5/28/2004 Terminated)
Maryland
Registered Investment Advisory firm - SEC (7/13/2004 Terminated)
Missouri
Registered Investment Advisory firm - SEC (5/28/2004 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (3/29/2007 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/24/2004 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (7/12/2004 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (8/14/2004 Terminated)
Texas
Registered Investment Advisory firm - SEC (7/15/2004 Terminated)
Virginia
Registered Investment Advisory firm - SEC (7/22/2004 Terminated)
Washington
Registered Investment Advisory firm - SEC (8/29/2002 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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


State Security Law Exam
RR
IAR
Series 66
Date: 6/5/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 2/15/2022
Operations Professional Examination
General Industry/Product Exam

Current Firm


FH
FIRST HORIZON ADVISORS, INC.
FIRST HORIZON ADVISORS, INC | FTB ADVISORS, INC. | FIRST TENNESSEE DISCOUNT BROKERAGE, INC. | FIRST TENNESSEE BROKERAGE, INC. | FIRST HORIZON INVESTMENT SERVICES, A DIVISION OF FIRST TENNESSEE BROKERAGE, INC. | FIRST HORIZON ADVISORS, INC.

CRD#: 17117 / SEC#: 801-78594, 8-35061

RIA
Registered Investment Advisory firm - SEC (5/31/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (5/28/2004 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (5/25/2004 Terminated)
California
Registered Investment Advisory firm - SEC (6/15/2004 Terminated)
Delaware
Registered Investment Advisory firm - SEC (5/28/2004 Terminated)
Georgia
Registered Investment Advisory firm - SEC (5/28/2004 Terminated)
Maryland
Registered Investment Advisory firm - SEC (7/13/2004 Terminated)
Missouri
Registered Investment Advisory firm - SEC (5/28/2004 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (3/29/2007 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/24/2004 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (7/12/2004 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (8/14/2004 Terminated)
Texas
Registered Investment Advisory firm - SEC (7/15/2004 Terminated)
Virginia
Registered Investment Advisory firm - SEC (7/22/2004 Terminated)
Washington
Registered Investment Advisory firm - SEC (8/29/2002 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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
165 Madison Avenue 3rd Floor, Memphis, TN 38117
Mailing Address
165 Madison Avenue 14th Floor, Memphis, TN 38103
Phone number
(901) 818-6000
Established
Tennessee since 10/24/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
239

SEC notice filing (40 States and Territories)


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

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FIRST HORIZON ADVISORS, INC. PART 2A BROCHURE (3/24/2025)

Direct owners and executive officers


NamePositionCRD#
FIRST HORIZON BANKSOLE SHAREHOLDER
KRUSE, KAREN MORTONCHIEF COMPLIANCE OFFICER2862059
KRUSE, KAREN MORTONPRESIDENT2862059
SMITH, CAROL ANNETTEFINOP6421113

Regulatory assets under management


Total Number of Accounts9,076
AUM (Assets Under Management)$ 13,617,534,771

Disclosures


Regulatory Event7
Arbitration2

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/15/2025
Cover Page
08/16/2024
12/21/2023

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


FIRST HORIZON ADVISORS, INC.

CRD#: 17117

TRUST BUT VERIFY

Monitor Chelsey Selheimer

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics