Chelsie Brenneman Gibson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 08/2023
  Morgan Stanley
  Akron, OH
• 01/2015 → 08/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2023 → Present
  Raymond James Financial Services, Inc.
  Uniontown, OH
• 08/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Uniontown, OH
• 08/2023 → Present
  The Brenneman Group
  Uniontown, OH
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-08-16 → 2023-08-25
  Morgan Stanley
  Akron, OH
• 2010-10-19 → 2013-08-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Akron, OH
• 2010-01-20 → 2010-10-01
  Firstmerit Advisors, Inc.
  Wadsworth, OH
  Akron, OH

Other Businesses

(1Name of Business: Bull Run Ventures LLC Address: 1066 BRIGANTINE AVE, UNIONTOWN, OH, 44685, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/06/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Creating an LLC to purchase property to build an office building for our Raymond James practice.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-25

Other Names

• Chelsie Brenneman
• Chelsie Ann Brenneman
• Chelsie A Brenneman