Chuck Edelstein
Chuck Edelstein is a registered investment advisor at Cetera Investment Advisers LLC, based in Saint Louis, MO, with 19 years of industry experience. Chuck operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Saint Louis, MO
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chuck sells health insurance, a non-investment related activity, since 2013. He is also a board member of Chevra Kadisha Cemetery Association, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
General American Distributors, INC.Broker
General American Distributors, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Transamerica Financial Resources, INC.Broker
Locust Street Securities, INC.Broker
State Registrations11 states
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