John Chitaley is a CFP-designated registered investment advisor, based in University Place, WA, with 17 years of industry experience.
Location
3318 Bridgeport Way W, Suite D6, University Place, WA, 98466
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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
John is involved in several business activities, including selling equity indexed annuities through Avantax Insurance Agency LLC, tax preparation/accounting through Chitaley Associates, and managing rental properties through Red Rim Rocks LLC. He also owns Commencement Bay CPA PLLC and Commencement Bay Capital LLC for CPA services and marketing/brand development, respectively.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations5 states
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