Chelsea Whiteman
Chelsea Whiteman is a registered investment advisor at Cetera Investment Advisers LLC, based in Latham, NY, with 13 years of industry experience. Chelsea 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
19 British American Blvd East, Latham, NY, 12110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsea conducts adult education workshops on Savvy Social Security twice per year. This activity is uncompensated.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations17 states
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