Unclaimed Profile

George Chiesa

CR INVESTMENT ADVISORS, LLC·BAY HARBOR ISLANDS, Florida

SIE, Series 7TO, Series 66Clean recordCR INVESTMENT ADVISORS, LLC

1170 KANE CONCOURSE, SUITE 400, BAY HARBOR ISLANDS, FL 33154CRD# 5973464Firm CRD# 158840

Profile Verification

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

Identity

George Chiesa · BAY HARBOR ISLANDS, FL

Registration

CRD #5973464 · CR INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Jun 2026 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · June 25, 2026

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CR INVESTMENT ADVISORS, LLC

CRD 158840 · SEC 801-72735

AUM

$42M

Regulatory assets under management

Employees

23 client accounts

Services offered by CR INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CR INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does George Chiesa offer?

George Chiesa specializes in Investment Management, Fee-Only Advisory. Contact their office in BAY HARBOR ISLANDS, Florida for a consultation.

What are George Chiesa's credentials?

George Chiesa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Chiesa located?

George Chiesa is based in BAY HARBOR ISLANDS, Florida, working with CR INVESTMENT ADVISORS, LLC. Their office serves clients in the BAY HARBOR ISLANDS metropolitan area and surrounding communities.

How does George Chiesa charge for services?

George Chiesa's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CR INVESTMENT ADVISORS, LLC?

CR INVESTMENT ADVISORS, LLC has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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