Unclaimed Profile

Denise Andrea Chisolm

ACORNS ADVISERS, LLC·IRVINE, California

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 63, Series 65Clean record23 years registeredACORNS ADVISERS, LLC

5300 CALIFORNIA AVENUE, IRVINE, CA 92617CRD# 2743307Firm CRD# 165926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Andrea Chisolm · IRVINE, CA

Registration

CRD #2743307 · ACORNS ADVISERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ACORNS

Jul 2022 – present

ACORNS SECURITIES, LLC

Jul 2022 – present

GLOBALT INVESTMENTS

Nov 2018 – Jun 2021

ATLANTA, GA

SYNOVUS SECURITIES, INC.

Jan 2015 – Jun 2021

ATLANTA, GA

NFP ADVISOR SERVICES, LLC

Aug 2014 – Dec 2015

ALPHARETTA, GA

FINANCIAL TELESIS, INC.

Feb 2011 – Aug 2014

ALPHARETTA, GA

PRINCOR FINANCIAL SERVICES CORPORATION

Jan 2003 – Apr 2010

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 63

Series 65

Registration record

First registered · January 31, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACORNS ADVISERS, LLC

CRD 165926 · SEC 801-78602

AUM

$8.2B

Regulatory assets under management

Employees

442

5,763,237 client accounts

Services offered by ACORNS ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ACORNS ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Denise Andrea Chisolm offer?

Denise Andrea Chisolm specializes in Investment Management. Contact their office in IRVINE, California for a consultation.

What are Denise Andrea Chisolm's credentials?

Denise Andrea Chisolm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Andrea Chisolm located?

Denise Andrea Chisolm is based in IRVINE, California, working with ACORNS ADVISERS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Denise Andrea Chisolm charge for services?

Denise Andrea Chisolm's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACORNS ADVISERS, LLC?

ACORNS ADVISERS, LLC has approximately 442 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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