Chelsey Asef is a registered investment advisor at D.A. Davidson & CO., based in Claremont, CA, with 1 years of industry experience. Chelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
697 E. Foothill Boulevard, Suite D, Claremont, CA, 91711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsey works as a part-time bartender for Sky Limit, LLC since November 2024, dedicating about 10-20% of her time. This activity is not investment-related and does not occur during securities trading hours.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations16 states
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