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Chase Andrew Dykstra

HUNTER ASSOCIATES
PITTSBURGH, PA
·CRD# 7597864·1 year experience

Professional Summary

Chase Andrew Dykstra is a registered financial advisor currently at HUNTER ASSOCIATES LLC located in Pittsburgh, Pennsylvania. Chase is registered as a RR (Registered Representative) and started their career in finance in 2025. Chase has worked at 1 firm and has passed the Series 99TO, SIE and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

HUNTER ASSOCIATES LLC·CRD# 30177
RIA
BD
436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818
September 15, 2025 - Present

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Current Firm

HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779
RIA
Registered Investment Advisory firm - SEC (7/27/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818

Mailing Address

436 Seventh Avenue 27th Floor, Pittsburgh, PA, 15219

Phone Number

(412) 471-4191

Established

Delaware since 01/01/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

14

SEC notice filing (32 States and Territories)

Registered to provide investment advisory services in 32 US states and territories.

FINRA licenses (38 States and Territories)

Registered to provide investment advisory services in 32 US states and territories.

Documents

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

Part 2 Brochures

2026 HUNTER ASSOCIATES FORM ADV PART 2A (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
HUNTER ASSOCIATES HOLDINGS, LLCMEMBER—
CLARK, PATRICK JAMESCCO5314331
DYKSTRA, CHASE ANDREWFINOP7597864
MARSHALL, BRADLEY JOHNCFO, TREASURER, DIRECTOR2047270
MCCULLOCH, ROBERT SPITTAL IIIVICE PRESIDENT,DIRECTOR730963
SNYDER, ERICA LYNNPRESIDENT,CEO,DIRECTOR3075140

Regulatory Assets Under Management

Total Number of Accounts

2,624

AUM (Assets Under Management)

$1,339,005,097

Disclosures

Regulatory Event

1

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/14/2026Cover PageReport
08/11/2025Cover PageReport
09/30/2024Cover PageReport

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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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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".
HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779
RIA
Registered Investment Advisory firm - SEC (7/27/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Sep 2026About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2026About the SIE exam

Series 27 — Financial and Operations Principal Examination

Passed Sep 2025About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Chase Andrew Dykstra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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