Chandler Grant Tso

Employer firm

Kelsey Financial, LLC CRD 314950

$176M regulatory AUM

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

• 06/2017 → 03/2023
  City Of Los Angeles
  Los Angeles, CA
• 06/2017 → 08/2017
  Premium Quality Lighting
  Simi Valley, CA
• 05/2016 → 06/2017
  Unemployed
  Simi Valley, CA
• 01/2022 → Present
  Kelsey Financial
  Moorpark, CA
• 03/2023 → 05/2025
  Precision Castparts Corp.
  Lake Oswego, OR
• 02/2023 → Present
  Cosmopath, Llc
  Albany, OR

Other Businesses

09/2023 to Present, Northwest Fencing Center, Volunteer Advisory Board Member, Non-Investment related activities. 02/2023 to Present, Cosmopath LLC, Marketing Consultant - HR & Recruiting, Non-investment related activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-25