Denise Chisolm
Investment adviser representative at Acorns
11 yearsExperience
1 stateRegistered in
$13.4BFirm assets
13 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- AcornsJul 2022 to now
- Forge Securities LLCJul 2021 to Jul 2022
- Globalt InvestmentsOct 2018 to Jun 2021
- Synovus Securities, Inc.Dec 2015 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Acorns
Legal name: Acorns Advisers, LLC
$13.4BAssets managed
8,158,329Clients
14Advisers
13 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
- 2743307
- Firm CRD
- 165926