CM
Chelsea B. Mieczkowski
BAMBOO WEALTH STRATEGIES
San Diego, CA 92108
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CRD#: 7551242
CM
Professional summary
Chelsea B. Mieczkowski, CFP®, who also goes by Chelsea N. Bernie, Chelsea Bernie, is a registered financial advisor currently at BAMBOO WEALTH STRATEGIES located in San Diego, California.
Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chelsea has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chelsea N. Bernie | Chelsea Bernie
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.
1) San Diego Port Tenants Association; not investment-related; 2390 Shelter Island Drive, 210, San Diego, CA. 92106; Business Coalition promoting trade/commerce/tourism; part-time employee; Special Projects, Accounting; 3/1/2014; 20 per month; 0 during trading hours; bookkeeping and event planning;
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea B. Mieczkowski'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®
CFP®
Start date: 2022
Experience
Current
May 9, 2022 - Present
BAMBOO WEALTH STRATEGIES
Office #1: 3131 Camino Del Rio North Suite 1000, San Diego, CA 92108RIA
CRD#: 170093
San Diego, CA
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".
BW
BAMBOO WEALTH STRATEGIES
BAMBOO WEALTH STRATEGIES | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SPECTRUM PLANNING & ADVISORY SERVICES | SPECTRUM CONSULTING GROUP INC. | MARTINSON, JEREMY S | BETTER PLANNING
CRD#: 170093 / SEC#: 801-119805
RIA
Registered Investment Advisory firm - (11/16/2020 Approved)California
Registered Investment Advisory firm - (12/18/2020 Terminated)Texas
Registered Investment Advisory firm - (11/18/2020 Terminated)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
California(5/9/2022)
Exams
Current Firm
BW
BAMBOO WEALTH STRATEGIES
BAMBOO WEALTH STRATEGIES | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SPECTRUM PLANNING & ADVISORY SERVICES | SPECTRUM CONSULTING GROUP INC. | MARTINSON, JEREMY S | BETTER PLANNING
CRD#: 170093 / SEC#: 801-119805
RIA
Registered Investment Advisory firm - (11/16/2020 Approved)California
Registered Investment Advisory firm - (12/18/2020 Terminated)Texas
Registered Investment Advisory firm - (11/18/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3131 Camino Del Rio North Suite 1000, San Diego, CA 92108
Mailing Address
Phone number
(619) 289-9670
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 728 |
| AUM (Assets Under Management) | $ 184,244,140 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
