Unclaimed Profile

Cory Michael Chmelka

APEXIUM FINANCIAL LP·DALLAS, Texas

Series 6, Series 63, Series 65Clean record15 years registeredAPEXIUM FINANCIAL LP

1920 MCKINNEY AVE., DALLAS, TX 75201CRD# 4159177Firm CRD# 283726

Profile Verification

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

Identity

Cory Michael Chmelka · DALLAS, TX

Registration

CRD #4159177 · APEXIUM FINANCIAL LP · 15 years registered

Brand Profile

Not yet started

Career History

UNITED CAPITAL FINANCIAL ADVISORS

Nov 2025 – present

SOUNDWATCH CAPITAL, LLC

Aug 2022 – Dec 2023

ROWAYTON, CT

APEXIUM FINANCIAL LP

May 2022 – Dec 2025

Dallas, TX

CAPSTONE WEALTH MANAGEMENT, LLC

Nov 2010 – Feb 2017

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · November 15, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

APEXIUM FINANCIAL LP

CRD 283726 · SEC 801-107760

AUM

$2.6B

Regulatory assets under management

Employees

2,541 client accounts

Services offered by APEXIUM FINANCIAL LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APEXIUM FINANCIAL LP →

Introduction

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Frequently Asked Questions

What services does Cory Michael Chmelka offer?

Cory Michael Chmelka specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Cory Michael Chmelka's credentials?

Cory Michael Chmelka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cory Michael Chmelka located?

Cory Michael Chmelka is based in DALLAS, Texas, working with APEXIUM FINANCIAL LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Cory Michael Chmelka charge for services?

Cory Michael Chmelka's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APEXIUM FINANCIAL LP?

APEXIUM FINANCIAL LP has approximately 14 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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