Chelly Joseph (CRD# 5062458) is an Investment Advisor Representative working at Gradient Wealth Management in Bonita Springs, FL and has over 17 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Securities, LLC | Arden Hills, MN | Jul 2018 - Current | 5 |
| Pace Wealth Management, Inc. | Bonita Springs, FL | Nov 2019 - May 2023 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- FL
- LA
- NJ
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Total Assets Under Management475MILLIONS
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Total Number of Accounts6,625ACCOUNTS
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Average Account Value$71,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, DE, 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, WY
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