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Chelsea Harless

5 Years of Experience
Sewickley, PA
Broker

Chelsea Harless is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Chelsea is the sole proprietor/owner of Woods & Spice LLC, a retail/online store, since October 2021. She spends about 10-20% of her time on sales/marketing, accounting/bookkeeping, business development/growth, check signing/funds disbursements, customer service, and labor/service for this business.

Employment History
Current Registrations
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.
Chelsea Harless - Financial Advisor | TrueAdvisor