Chelsea Blasch, financial advisor Buffalo NY
88 score

Chelsea Blasch

CRD Number: 6021182
Current Firm: Sii Investments, Inc.

Chelsea Blasch (CRD# 6021182) is an Investment Advisor Representative working at Sii Investments, Inc. in Buffalo, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. Buffalo, NY Sep 2014 - Current 2
Sii Investments, Inc. Buffalo, NY Jan 2013 - Sep 2014 1
Unemployed Buffalo, NY May 2011 - Dec 2012 1
Icei Advisors Buffalo, NY Nov 2010 - May 2011 < 1
Buffalo Radiation Oncology Buffalo, NY Jan 2006 - Nov 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Chelsea L. Blasch
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, ND, 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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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