Inactive

Chloe E Berentsen

United Capital Financial Advisors

CRD 7076542

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-07-26

AZ RA
APPROVED

Since 2022-07-26

Branch Locations

16427 N Scottsdale Rd Ste 395, Scottsdale, AZ 85254 • 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

Organization	City	State	From	To
United Capital Financial Advisors, Llc	Irving	TX	11/2018	11/2023
Not Employed	Phoenix	AZ	05/2018	10/2018
Arizona State University	Tempe	AZ	08/2014	04/2018
Big Lots	Phoenix	AZ	12/2016	01/2017
United Capital Financial Advisors, Llc	Iriving	TX	11/2023	Present

11/2018 → 11/2023

United Capital Financial Advisors, Llc

Irving, TX
05/2018 → 10/2018

Not Employed

Phoenix, AZ
08/2014 → 04/2018

Arizona State University

Tempe, AZ
12/2016 → 01/2017

Big Lots

Phoenix, AZ
11/2023 → Present

United Capital Financial Advisors, Llc

Iriving, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-31

S65 Uniform Investment Adviser Law Examination

2021-12-31

Other Names

Chloe Elise Berentsen

View on SEC IAPD

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