Chicory Wealth

Chicory Wealth (CRD# 290887) is a financial advisory firm headquartered in Decatur, GA. They manage $632,019,449 in 1,854 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    632
    MILLION
  • Total Number of Accounts
    1,854
    ACCOUNTS
  • Average Account Value
    $340,895
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, FL, GA, IL, LA, MA, NC, NJ, NY, PA, SC, TN, TX, VA, WA

Financial Advisors at Chicory Wealth
Showing 1 - 10 of 10 top financial advisors.
1
Daniel R. Kirslis
CRD#: 6856306
Decatur, GA

Daniel Kirslis (CRD# 6856306) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 5 years of experience in the finance industry.

2
Christina N. Kramlich
CRD#: 6014754
Decatur, GA

Christina Kramlich (CRD# 6014754) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 11 years of experience in the finance industry.

3
Margaret A. Kulyk
CRD#: 4527484
Decatur, GA

Margaret Kulyk (CRD# 4527484) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 21 years of experience in the finance industry.

4
Daniel C. McNabb
CRD#: 6320759
Decatur, GA

Daniel McNabb (CRD# 6320759) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 8 years of experience in the finance industry.

5
Jacob E. Newcomer
CRD#: 6526049
Decatur, GA

Jacob Newcomer (CRD# 6526049) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 7 years of experience in the finance industry.

6
Mary B. Shaltis
CRD#: 6217165
Decatur, GA

Mary Shaltis (CRD# 6217165) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 10 years of experience in the finance industry.

7
Emily M. Deer
CRD#: 7832745
Little Rock, AR

Emily Deer (CRD# 7832745) is an Investment Advisor Representative working at Chicory Wealth in Little Rock, AR and has 1 year of experience in the finance industry.

8
Rosanna M. Neil
CRD#: 7467593
Decatur, GA

Rosanna Neil (CRD# 7467593) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 2 years of experience in the finance industry.

9
Ariel R. Rosenberg
CRD#: 7868779
Decatur, GA

Ariel Rosenberg (CRD# 7868779) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has 1 year of experience in the finance industry.

10
Tina M. Tyson
CRD#: 6113868
Decatur, GA

Tina Tyson (CRD# 6113868) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 2 years of experience in the finance industry.

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