Chelsea Scomak is a CFP-designated registered investment advisor, based in Fort Myers, FL, with 9 years of industry experience.
Location
5216 Summerlin Commons Blvd, Fort Myers, FL, 33907
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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
Chelsea is an independent insurance agent for various companies since 2016, dedicating about a quarter of her time to this. She is also an advisory representative of a RIA, founder of VIA BRIO LLC, and a board member of FemCity Fort Myers.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.