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Ashley King Rozsa

Chapman & Chapman Advisors LLC

Chagrin Falls, OH

CRD 6446233

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Employer firm

Chapman & Chapman Advisors LLC CRD 122655

$146M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Chapman & Chapman Advisors Llc

33 River Street Suite 3, Chagrin Falls, OH 44022 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-06-16
  • OH RA
    APPROVED
    Since 2015-06-16

Branch Locations

33 River Street, Suite 3, Chagrin Falls, OH 44022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chapman & Chapman Advisors Llc Chagrin Falls OH 05/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-16
  • S65 Uniform Investment Adviser Law Examination
    2015-06-16

View on SEC IAPD

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Nearby Investors

JOSEPH ANDREW ZARLINGA
JUSTIN R HORTON
MICHAEL ALBERT CIMPERMAN

Nearby Offices

STRATOS WEALTH PARTNERS, LTD · Chagrin Falls, OH
CHAPMAN & CHAPMAN ADVISORS LLC · CHAGRIN FALLS, OH
STRATOS WEALTH PARTNERS, LTD · Chagrin Falls, OH

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