Chelsea Seibel, financial advisor Westminster MD
93 score

Chelsea Seibel

CRD Number: 5964695
Current Firm: Rbc Capital Markets, LLC

Chelsea Seibel (CRD# 5964695) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westminster, MD and has over 5 years of experience in the finance industry. Chelsea Seibel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rbc Capital Markets, LLC Westmisnter, MD Jul 2016 - Current < 1
Lincoln Financial Advisors Lutherville, MD Feb 2014 - Jul 2016 2
Fidelity Investments King Of Prussia, PA Jun 2011 - Jan 2014 2
Gettysburg College Gettysburg, PA Aug 2010 - Jun 2011 < 1
First Financial Group Frederick, MD Jun 2010 - Aug 2010 < 1
Antrim 1844 Country House Hotel Taneytown, MD Jun 2009 - Aug 2010 1
Gettysburg College Gettysburg, PA Feb 2008 - Jun 2009 1
Stephen P. Bourexis, Attorney Westminster, MD Nov 2007 - Feb 2008 < 1
High School/middle School Westminster, MD Jun 2001 - Nov 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Chelsea A. Seibel
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, VI, 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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