Chelsea Belyea, financial advisor Merrimack NH
93 score

Chelsea Belyea

CRD Number: 5510871
Current Firm: Strategic Advisers, Inc.

Chelsea Belyea (CRD# 5510871) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Merrimack, NH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Merrimack, NH Oct 2012 - Current 4
Money Concepts Capital Corp North Hampton, NH Jan 2010 - Oct 2012 2
Td Wealth Management Services Inc. Epping, NH Nov 2009 - Nov 2009 < 1
Bancnorth Investment Group Epping, NH Mar 2008 - Nov 2009 1
Tdbanknorth Dover, NH May 2007 - Nov 2009 2
Banc Of America Portsmouth, NH Dec 2004 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Chelsea M. Belyea
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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