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Chiara S. Giannella

Some features on this profile are disabled
CRD#: 7804413
CG

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.

Chiara Sylvia Giannella was a registered financial professional .

Chiara is a previously registered financial professional and started their career in finance in 2024. Chiara had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.

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

April 29, 2024 - July 22, 2024

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

RIA
CRD#: 323718
Denver, CO

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".
PM
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS | REALPOINT INVESTMENT ADVISORS | PLANTE MORAN REALPOINT INVESTMENT ADVISORS | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

CRD#: 323718 / SEC#: 801-127325

RIA
Registered Investment Advisory firm - (2/13/2023 Approved)

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
IAR
Series 65
Date: 4/29/2024
Uniform Investment Adviser Law Examination

Current Firm

PM
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS | REALPOINT INVESTMENT ADVISORS | PLANTE MORAN REALPOINT INVESTMENT ADVISORS | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

CRD#: 323718 / SEC#: 801-127325

RIA
Registered Investment Advisory firm - (2/13/2023 Approved)
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Contact information

Main Address
3000 Town Center, Suite 100, Southfield, MI 48075
Mailing Address
Phone number
(248) 603-5001
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (3 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS FORM ADV 2A (9/25/2025)

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 242,775,849

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

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

CRD#: 323718

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