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Chelsei June Latsch

Antonelli Financial Advisors, LLC

Grosse Pointe, MI

CRD 7090874

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Employer firm

Antonelli Financial Advisors, LLC CRD 286452

$229M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Antonelli Financial Advisors, Llc

16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-04
IL RA APPROVED 2024-08-09
MI RA APPROVED 2019-03-27
  • NY RA
    APPROVED
    Since 2025-11-04
  • IL RA
    APPROVED
    Since 2024-08-09
  • MI RA
    APPROVED
    Since 2019-03-27

Branch Locations

16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230 • 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
Antonelli Financial Advisors Grosse Pointe MI 11/2017 Present
Texas Roadhouse Madison Heights MI 06/2014 05/2017
Comerica Bank Detroit MI 05/2017 11/2017
  • 11/2017 → Present
    Antonelli Financial Advisors
    Grosse Pointe, MI
  • 06/2014 → 05/2017
    Texas Roadhouse
    Madison Heights, MI
  • 05/2017 → 11/2017
    Comerica Bank
    Detroit, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-26
  • S65 Uniform Investment Adviser Law Examination
    2019-03-26
Designations
  • Certified Financial Planner
Other Names
  • Chelsei June Zrnich

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

KENNETH ALLEN FRUEHAUF
THOMAS CHRISTIAN BUHL
PAUL STEVEN LEONARD

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GROSSE POINTE, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Grosse Pointe, MI
J.P. MORGAN SECURITIES LLC · GROSSE POINTE, MI

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