Chase Middlesworth

from Robinswood Financial
SEC regulated
Regulated Investment Advisor
Chase Middlesworth is a financial advisor based in Washington, Kirkland, with 13 years of experience. Chase currently works for Robinswood Financial. Chase maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Chase Middlesworth works at Robinswood Financial
Robinswood Financial is a financial advisory firm based in Kirkland, Washington. It currently has approximately $305,488,099 of assets under management and employs about 5 people. Robinswood Financial uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, Washington, 98033

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