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Dalton Lee Chandler

MRA Advisory Group

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About Dalton Lee Chandler

Dalton Lee Chandler is a financial advisor and investment advisor representative. Dalton is licensed in Kentucky, New Jersey, and Texas. Dalton has been in the financial services industry since 1988. Dalton has experience with various investment strategies, including portfolio management, financial planning, and educational seminars. Dalton is currently registered with MRA Advisory Group. Previously, Dalton was registered with Niagara International Capital Limited and Ameriprise Financial Services, Inc.

Firm Information

Dalton Chandler is currently registered with MRA Advisory Group. MRA Advisory Group is an investment advisor based in Parsippany, NJ with $246,036,289 in regulatory assets under management. The firm primarily works with high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management for individuals, and educational seminars.
MRA Advisory Group

3799 US HIGHWAY 46

PARSIPPANY, NJ 07054

$246.04M

Assets Under Management

Not reported

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Dalton Chandler’s Registration & Firm History

NJ

02/27/2023 - Present

MRA Advisory Group (PARSIPPANY NJ)

NJ

05/27/2017 - 01/14/2018

NIAGARA INTERNATIONAL CAPITAL LIMITED (PARSIPPANY NJ)

NJ

06/22/2016 - 06/02/2017

AMERIPRISE FINANCIAL SERVICES, INC. (PARSIPPANY NJ)

NJ

09/28/2015 - 05/11/2016

AMERIPRISE FINANCIAL SERVICES, INC. (PARAMUS NJ)

NJ

05/08/2015 - 07/13/2015

EDWARD JONES (CLIFTON NJ)

NJ

10/03/2014 - 06/02/2015

PURSHE KAPLAN STERLING INVESTMENTS (Jersey City NJ)

NJ

02/25/2014 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (JERSEY CITY NJ)

NY

06/23/1998 - 01/10/2013

NEEDHAM & COMPANY, LLC (NEW YORK NY)

NY

12/02/1997 - 04/24/1998

H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)

NA

03/08/1989 - 08/19/1991

HENRY ANSBACHER INC.

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Licenses & Designations

IA

Issued 03/20/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dalton Lee Chandler.
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