Unclaimed Profile

Robert Clinton Chedester

CREDENTIALED WEALTH ADVISORS, LLC·COLORADO SPRINGS, Colorado

SIE, Series 7, Series 66Clean record9 years registeredCREDENTIALED WEALTH ADVISORS, LLC

5550 TECH CENTER DRIVE, COLORADO SPRINGS, CO 80919CRD# 6640987Firm CRD# 312517

Profile Verification

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

Identity

Robert Clinton Chedester · COLORADO SPRINGS, CO

Registration

CRD #6640987 · CREDENTIALED WEALTH ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

SOVEREIGN FINANCIAL GROUP, INC.

Jun 2023 – present

CREDENTIALED WEALTH ADVISORS, LLC

Mar 2021 – Jun 2023

COLORADO SPRINGS, CO

EDWARD JONES

Aug 2016 – Mar 2021

COLORADO SPRINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 26, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREDENTIALED WEALTH ADVISORS, LLC

CRD 312517 · SEC 801-120355

AUM

$136M

Regulatory assets under management

Employees

956 client accounts

Services offered by CREDENTIALED WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CREDENTIALED WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Clinton Chedester offer?

Robert Clinton Chedester specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Robert Clinton Chedester's credentials?

Robert Clinton Chedester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Clinton Chedester located?

Robert Clinton Chedester is based in COLORADO SPRINGS, Colorado, working with CREDENTIALED WEALTH ADVISORS, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Robert Clinton Chedester charge for services?

Robert Clinton Chedester's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREDENTIALED WEALTH ADVISORS, LLC?

CREDENTIALED WEALTH ADVISORS, LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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