Dalton Lee Chandler

Mra Advisory Group

29 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness Owners

Mra Advisory Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

401 clients

Average Client Portfolio

$732K average

Assets Under Management

$293.6M

Fee Structure

Minimum Investment:$50K

Location

14 Walsh Drive, Suite 302, Parsippany, NJ, 07054

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History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Mra Advisory Group

June 2017 - Present · 8 yrs 8 mos

Previous Registrations

Niagara International Capital LimitedBroker

May 2017 - January 2018 · 8 mos

Ameriprise Financial Services, INC.

June 2016 - June 2017 · 1 yr

Ameriprise Financial Services, INC.Broker

June 2016 - June 2017 · 1 yr

Ameriprise Financial Services, INC.

September 2015 - May 2016 · 8 mos

Ameriprise Financial Services, INC.Broker

September 2015 - May 2016 · 8 mos

Edward Jones

May 2015 - July 2015 · 2 mos

Edward JonesBroker

May 2015 - July 2015 · 2 mos

Mcadam LLC

October 2014 - December 2015 · 1 yr 2 mos

Purshe Kaplan Sterling InvestmentsBroker

October 2014 - June 2015 · 8 mos

Voya Financial Advisors, INC.

April 2014 - October 2014 · 6 mos

Voya Financial Advisors, INC.Broker

February 2014 - October 2014 · 8 mos

Needham & Company, LLCBroker

June 1998 - January 2013 · 14 yrs 7 mos

H.C. Wainwright & CO., INC.Broker

December 1997 - April 1998 · 4 mos

Henry Ansbacher INC.Broker

March 1989 - August 1991 · 2 yrs 5 mos

State Registrations3 states

KYNJTX

Advisor

Exams

No exam information available for this advisor.