Chelsea Spencer
Chelsea Spencer is a registered investment advisor at Cetera Investment Advisers LLC, based in North Haven, CT, with 9 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
127 Washington Ave, 2nd Floor West, North Haven, CT, 06473
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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.
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Chelsea uses New View Wealth Management LLC as a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Financial Services, INC.Broker
State Registrations1 state
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