AC
Angela M. Chaney
APRIO WEALTH MANAGEMENT
ROCKVILLE, MD 20850
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CRD#: 7735573
AC
Professional summary
Angela Marie Chaney is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Rockville, Maryland.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Angela has worked at 1 firm and has passed the Series 65 exam.
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.
1. APRIO ADVISORY GROUP POSITION: EMPLOYEE/PARTNER, NATURE: CPA FIRM, INVESTMENT RELATED:NO, NUMBER OF HOURS: 220, SECURITIES TRADING HOURS: 160, START DATE: 07/2015, ADDRESS: ATLANTA, GA,DESCRIPTION: CPA, SPEAKING 2. ROCKVILLE ECONOMIC DEVELOPMENT, INC.: NOT INVESTMENT-RELATED: PUBLIC-PRIVATE PARTNERSHIP FOR TOWN GROWTH; BOARD OF DIRECTORS & FINANCE COMMITTEE MEMBER; APPROXIMATELY 15 HRS/MO OUTSIDE TRADING HOURS; SUPPORT MISSION TO IDENTIFY AND DEVELOP ECONOMIC OPPORTUNITIES TO HELP ROCKVILLE PROSPER.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Marie Chaney'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
June 9, 2023 - Present
APRIO WEALTH MANAGEMENT, LLC
Office #1: 111 Rockville Pike Suite 750, Rockville, MD 20850RIA
CRD#: 127333
ROCKVILLE, MD
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".
AW
APRIO WEALTH MANAGEMENT, LLC
APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC
CRD#: 127333 / SEC#: 801-63326
RIA
Registered Investment Advisory firm - (7/9/2004 Approved)Georgia
Registered Investment Advisory firm - (7/16/2004 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
Maryland(6/9/2023)
Current Firm
AW
APRIO WEALTH MANAGEMENT, LLC
APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC
CRD#: 127333 / SEC#: 801-63326
RIA
Registered Investment Advisory firm - (7/9/2004 Approved)Georgia
Registered Investment Advisory firm - (7/16/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2002 Summit Boulevard Suite 120, Atlanta, GA 30319
Mailing Address
Phone number
(404) 892-9651
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,269 |
| AUM (Assets Under Management) | $ 2,635,136,991 |
Red Flags
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