CS
CFP
CS
CFP

Chelsea Seibel

14 Years of Experience
Estero, FL
Broker

Chelsea Seibel is a CFP-designated registered investment advisor, based in Estero, FL, with 14 years of industry experience. Chelsea is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Estero, FL

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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.

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Other Business Activities

Chelsea is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. She also serves as a board member for Abuse Counseling Treatment, Inc. (since May 2022) and Planned Giving Council of Lee County, Inc. (since December 2024), dedicating minimal time to these non-investment related activities.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
September 2021 - Present · 5 yrs 1 mo
Manning & Napier Investor Services, INC.Broker
September 2021 - Present · 5 yrs 1 mo
Manning & Napier Investor Services, INC.
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLCBroker
July 2016 - August 2021 · 5 yrs 1 mo
RBC Capital Markets, LLC
July 2016 - August 2021 · 5 yrs 1 mo
Lincoln Financial Advisors Corporation
February 2014 - July 2016 · 2 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
February 2014 - July 2016 · 2 yrs 5 mos
Strategic Advisers, INC.
February 2013 - January 2014 · 11 mos
Fidelity Brokerage Services LLCBroker
September 2011 - January 2014 · 2 yrs 4 mos
State Registrations13 states
CAFLMAMDMNMTNCNENYOHPATXUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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Chelsea Seibel - Financial Advisor | TrueAdvisor