Chance LeisethCRD Number: 6122719
Current Firm: Strategic Advisers, Inc.
Chance Leiseth (CRD# 6122719) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Walnut Creek, CA and has over 5 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Fidelity Investments||Flower Mound, TX||Nov 2011 - Current||6|
|Women's Basketball Club Of Seattle||Seattle, WA||Jan 2011 - Oct 2011||< 1|
|Women's Basketball Club Of Seattle||Seattle, WA||May 2010 - Dec 2010||< 1|
|University Of Idaho||Moscow, ID||Sep 2009 - Apr 2010||< 1|
|University Directories||Chapel Hill, NC||May 2009 - Aug 2009||< 1|
|University Of Idaho||Moscow, ID||Aug 2008 - May 2009||< 1|
|O.s. Electric & Gutter||Deary, ID||Jul 2008 - Aug 2008||< 1|
|Greystone Constuction||Moscow, ID||May 2008 - Jul 2008||< 1|
|University Of Idaho||Moscow, ID||Aug 2007 - May 2008||< 1|
|Greystone Construction||Moscow, ID||May 2007 - Aug 2007||< 1|
|University Of Idaho||Moscow, ID||Jan 2007 - May 2007||< 1|
|High County Construction||Moscow, ID||Oct 2006 - Dec 2006||< 1|
|Bighorn Builders Inc.||Hayden Lake, ID||Aug 2006 - Oct 2006||< 1|
|Priest & Son Construction||Idaho Falls, ID||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 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
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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