EC
EC

Edward Chairvolotti

38 Years of Experience
Winter Park, FL
BrokerSells Insurance

Edward Chairvolotti is a registered investment advisor at 401karat, based in Winter Park, FL, with 38 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location

631 S Orlando Ave, Suite 103, Winter Park, FL, 32789-7111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Edward operates Chairvolotti Financial as a DBA for his LPL business and Chairvolotti Financial, Inc. as a Registered Investment Advisor, spending a few hours per week on the latter. He also serves as a board member for Imagine America Foundation Publishing Co, dedicating minimal time.

Employment History
Current Registrations
401karat
December 2019 - Present · 6 yrs 5 mos
LPL Financial LLC
August 2008 - Present · 17 yrs 9 mos
LPL Financial LLCBroker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Investors Capital CORP.Broker
August 2006 - June 2008 · 1 yr 10 mos
Sunset Financial Services, INC.Broker
October 2004 - August 2006 · 1 yr 10 mos
Next Financial Group, INC.Broker
May 2004 - November 2004 · 6 mos
Sunamerica Securities, INC.Broker
July 1999 - April 2004 · 4 yrs 9 mos
H. Beck, INC.Broker
February 1994 - December 1998 · 4 yrs 10 mos
Securities America, INC.Broker
January 1991 - February 1994 · 3 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
April 1987 - November 1990 · 3 yrs 7 mos
Blinder, Robinson & Co.,inc.Broker
October 1986 - December 1986 · 2 mos
State Registrations20 states
AZCACODCDEFLGAHIILLAMAMDMINJPARITXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.