Chelsea Toledo (CRD# 7314459) is an Investment Advisor Representative working at Catalytic Wealth Management in Jackson, WY and has over 2 years of experience in the finance industry.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 1187914
Alupka Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Catalytic Wealth Management | Cambridge, MA | Sep 2023 - Current | < 1 |
First Republic Securities Company, LLC | Jackson, WY | Nov 2020 - Sep 2023 | 2 |
First Republic Investment Management, Inc. | Jackson, WY | Jun 2019 - Sep 2023 | 4 |
Local Restaurant & Bar | Jackson, WY | Dec 2018 - Jun 2019 | < 1 |
Four Seasons Hotels And Resorts | Teton Village, WY | May 2018 - Mar 2019 | < 1 |
Colorado Mesa University | Grand Junction, CO | Aug 2013 - May 2018 | 4 |
The Handle Bar At The Four Seasons | Teton Village, WY | Dec 2017 - Apr 2018 | < 1 |
Summit Canyon Mountaineering | Grand Junction, CO | May 2016 - Dec 2017 | 1 |
Sands Whitewater | Jackson, WY | May 2017 - Aug 2017 | < 1 |
Roasted Espresso And Subs | Grand Junction, CO | Mar 2017 - May 2017 | < 1 |
Powderhorn Mountain Resort | Mesa, CO | Dec 2016 - Mar 2017 | < 1 |
Pinery Country Club | Parker, CO | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- WY
-
Total Assets Under Management1,715MILLIONS
-
Total Number of Accounts676ACCOUNTS
-
Average Account Value$2,536,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, TX, WA, WY
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