AC
Aedan W. Chiari
SITUSAMC RISK ADVISORS
Denver, CO 80202
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CRD#: 7909295
AC
Professional summary
Aedan William Chiari is a registered financial advisor currently at SITUSAMC RISK ADVISORS, LLC located in Denver, Colorado.
Aedan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aedan 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aedan William Chiari'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
May 15, 2024 - Present
SITUSAMC RISK ADVISORS, LLC
Office #1: 1099 18th Street Suite 2800, Denver, CO 80202RIA
CRD#: 285555
Denver, CO
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
Colorado(5/15/2024)
Current Firm
SR
SITUSAMC RISK ADVISORS, LLC
MOUNTAINVIEW RISK ADVISORS, LLC | SITUSAMC RISK ADVISORS, LLC
CRD#: 285555 / SEC#:
Colorado
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Contact information
Main Address
1099 18th Street Suite 2800, Denver, CO 80202
Mailing Address
Phone number
(303) 633-4700
Established
Firm type
Fiscal year end
# of Employees
8
Red Flags
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