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Chelsea Jean Charette

Wedge Capital Management LLP

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About Chelsea Jean Charette

Chelsea Charette is an investment advisor representative at Wedge Capital Management LLP in CHARLOTTE, NC. Chelsea has been in the industry since 2011 and has experience working with a variety of clients, including individuals, corporations, and institutions. Chelsea holds both Series 66 and 65 licenses and is registered with the state of North Carolina. Chelsea has previously worked at Millennium Advisors, LLC, Fred Alger & Company, Incorporated, and Lord Abbett Distributor LLC.

Firm Information

Chelsea Charette is currently registered with Wedge Capital Management LLP. Wedge Capital Management LLP is an investment adviser headquartered in Charlotte, North Carolina. The firm manages a variety of investment portfolios for individuals, businesses, pooled investment vehicles, and institutional clients, including pension and profit-sharing plans, charitable organizations, and state or municipal government entities. They have approximately $7.58 billion in regulatory assets under management. The firm provides portfolio management services and participates in wrap fee programs.
Wedge Capital Management LLP

301 SOUTH COLLEGE STREET

CHARLOTTE, NC 28202-6002

$7.58B

Assets Under Management

1

Total Clients

22

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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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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Chelsea Charette’s Registration & Firm History

NC

02/13/2020 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

NC

12/18/2018 - 09/26/2019

MILLENNIUM ADVISORS, LLC (CHARLOTTE NC)

NY

03/28/2014 - 12/17/2018

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

NJ

09/27/2011 - 11/07/2013

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 02/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/26/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chelsea Jean Charette.
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