David Andrew Medlin
Investment adviser representative at Chelsea Advisory Services, Inc
15 yearsExperience
2 statesRegistered in
$147.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Chelsea Advisory Services, IncDec 2018 to now
- Chelsea Financial ServicesOct 2018 to now
- LPL Financial LLCNov 2011 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Chelsea Advisory Services, Inc
$147.4MAssets managed
552Clients
31Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2435804
- Firm CRD
- 150791