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Chase M Adler

Edgerock Wealth Management

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About Chase M Adler

Chase Adler is a financial advisor with Edgerock Wealth Management. Chase has over eight years of experience in the financial services industry. Chase has experience working with high-net-worth individuals and corporations. Chase is registered to provide investment advisory services in Colorado.

Firm Information

Chase Adler is currently registered with Edgerock Wealth Management. Edgerock Wealth Management is a registered investment advisor based in Denver, CO. They provide portfolio management services for individuals and businesses. Their website addresses include links to their social media pages, including Instagram, YouTube, Twitter, Facebook, and LinkedIn. Edgerock Wealth Management has 8 licensed agents, 9 investment advisor representatives, and manages approximately $470.48 million in assets. They offer financial planning, educational seminars, and portfolio management services for businesses and individuals.
Edgerock Wealth Management

7001 EAST BELLEVIEW AVE

DENVER, CO 80237

$470.48M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Adler’s Registration & Firm History

CO

01/26/2023 - Present

Edgerock Wealth Management (DENVER CO)

CO

05/10/2021 - 01/09/2023

MORGAN STANLEY (Denver CO)

CO

05/14/2014 - 05/10/2021

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 11/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/12/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2016

Series 57 - Securities Trader Exam

BC

Issued 05/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase M Adler.
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