Chelly JosephCRD Number: 5062458
Current Firm: Gradient Wealth Management
Chelly Joseph (CRD# 5062458) is an Investment Advisor Representative working at Gradient Wealth Management in Bonita Springs, FL and has over 14 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
|Pace Wealth Management, Inc.||Bonita Springs, FL||Nov 2019 - Current||2|
|Gradient Securities, LLC||Arden Hills, MN||Jul 2018 - Current||3|
|Legacy Tax Consultants, Inc.||Ft Myers, FL||Jan 2019 - Nov 2019||< 1|
|Transamerica Financial Advisors, Inc.||Fort Myers, FL||May 2017 - Jul 2018||1|
|World Financial Group, Inc.||Fort Myers, FL||May 2017 - Jul 2018||1|
|Chelly Joseph Bielecki, Inc.||Fort Myers, FL||Dec 2017 - Apr 2018||< 1|
|Valic Financial Advisors, Inc.||Venice, FL||Apr 2013 - Apr 2017||4|
|Coastal Cleaning, LLC||Fort Myers, FL||Jan 2013 - Jun 2014||1|
|Fifth Third Securities||Cape Coral, FL||Mar 2012 - Mar 2013||1|
|Fifth Third Bank||Fort Myers, FL||Feb 2012 - Mar 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Ft. Myers, FL||Oct 2006 - Feb 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management325MILLIONS
Total Number of Accounts3,218ACCOUNTS
Average Account Value$101,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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