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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-10 |
Branch Locations
7952 Secor Rd, Lambertville, MI 48144 • United States
2565 West Maple Rd, Troy, MI 48084 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee'S Tax Preparation | Perrysburg | OH | 01/1999 | Present |
| Spc (Sigma Planning Corp) | Ann Arbor | MI | 03/2006 | 02/2026 |
| Spc (Sigma Planning Corp) | Ann Arbor | MI | 03/2006 | 02/2026 |
| Chart Advisors Inc. | Lambertville | MI | 10/1999 | Present |
| Chart Advisors Llc | Lambertville | MI | 01/2014 | Present |
| Secure Asset Management, L.L.C. | Lambertville | MI | 03/2026 | Present |
CHART ADVISORS INC. 7952 SECOR RD. LAMBERTVILLE, MI 48144. NON-INVESTMENT RELATED. NATURE OF BUSINESS IS TAX PLANNING/INSURANCE PLANNING/ BOOK KEEPING AND PAYROLL SERVICES (HEALTH, LIFE AND DISABILITY). OWNER 10/1999.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-20 |
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