Unclaimed Profile

Chelsea Raye Perez

CAPSTONE TRITON FINANCIAL GROUP LLC·OKLAHOMA CITY, Oklahoma

Clean recordCAPSTONE TRITON FINANCIAL GROUP LLC

14614 BOGERT PARKWAY, OKLAHOMA CITY, OK 73134CRD# 7008838Firm CRD# 309294

Profile Verification

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

Identity

Chelsea Raye Perez · OKLAHOMA CITY, OK

Registration

CRD #7008838 · CAPSTONE TRITON FINANCIAL GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chelsea Raye Perez is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with CAPSTONE TRITON FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Chelsea

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Chelsea is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CAPSTONE TRITON FINANCIAL GROUP INC

AUM

$283M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPSTONE TRITON FINANCIAL GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7008838

Firm CRD# 309294

View on FINRA BrokerCheck →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Chelsea Raye Perez offer?

Chelsea Raye Perez specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Chelsea Raye Perez's credentials?

Chelsea Raye Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chelsea Raye Perez located?

Chelsea Raye Perez is based in OKLAHOMA CITY, Oklahoma, working with CAPSTONE TRITON FINANCIAL GROUP LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Chelsea Raye Perez charge for services?

Chelsea Raye Perez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSTONE TRITON FINANCIAL GROUP LLC?

CAPSTONE TRITON FINANCIAL GROUP LLC has approximately 8 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →