Best Investors Account Sign in
Inactive

Chelsea Jean Charette

Wedge Capital Management LLP

Charlotte, NC

Claim This Profile
Current Employers
Wedge Capital Management Llp

301 South College Street #3800, Charlotte, NC 28202-6002 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-02-13
  • NC RA
    APPROVED
    Since 2020-02-13

Branch Locations

301 South College Street #3800, Charlotte, NC 28202-6002 • 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
Fred Alger & Co., Inc. New York NY 03/2014 11/2018
Millennium Advisors Llc Charlotte NC 12/2018 09/2019
Wedge Capital Management Llp Charlotte NC 09/2019 Present
  • 03/2014 → 11/2018
    Fred Alger & Co., Inc.
    New York, NY
  • 12/2018 → 09/2019
    Millennium Advisors Llc
    Charlotte, NC
  • 09/2019 → Present
    Wedge Capital Management Llp
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-13
S66 Uniform Combined State Law Examination 2011-10-26
  • S65 Uniform Investment Adviser Law Examination
    2020-02-13
  • S66 Uniform Combined State Law Examination
    2011-10-26
Other Names
  • Chelsea Charette

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor