Chelsea Charette

from Wedge Capital Management Llp
SEC regulated
Regulated Investment Advisor
Chelsea Charette is a financial advisor based in North Carolina, Charlotte, with 13 years of experience. Chelsea currently works for Wedge Capital Management Llp. Chelsea maintains the following licenses: S66 (Uniform Combined 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Chelsea Charette works at Wedge Capital Management Llp
Wedge Capital Management Llp is a financial advisory firm based in Charlotte, North Carolina. It currently has approximately $7,930,000,000 of assets under management and employs about 26 people. Wedge Capital Management Llp uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
and a percentage of assets under your management
Office location
301 South College Street, #3800, Charlotte, North Carolina, 28202

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor