Unclaimed Profile

Scott John Chisholm

CHISHOLM & DAMES INC·ANN ARBOR, Michigan

Series 65Clean record15 years registeredCHISHOLM & DAMES INC

123 N. ASHLEY, ANN ARBOR, MI 48104CRD# 4379767Firm CRD# 110769

Profile Verification

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

Identity

Scott John Chisholm · ANN ARBOR, MI

Registration

CRD #4379767 · CHISHOLM & DAMES INC · 15 years registered

Brand Profile

Not yet started

Career History

C&D WEALTH ADVISORS

Feb 2025 – present

C&D WEALTH ADVISORS

Nov 2010 – Dec 2024

WHITMORE LAKE, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 15, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHISHOLM & DAMES INC

CRD 110769 · SEC 801-16510

AUM

$36M

Regulatory assets under management

Employees

38 client accounts

Services offered by CHISHOLM & DAMES INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at CHISHOLM & DAMES INC →

Introduction

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Frequently Asked Questions

What services does Scott John Chisholm offer?

Scott John Chisholm specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Scott John Chisholm's credentials?

Scott John Chisholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott John Chisholm located?

Scott John Chisholm is based in ANN ARBOR, Michigan, working with CHISHOLM & DAMES INC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Scott John Chisholm charge for services?

Scott John Chisholm'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 CHISHOLM & DAMES INC?

CHISHOLM & DAMES INC has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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