Charles Fristoe Chelf
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Chelf Asset ManagementJul 2025 to now
- Cetera Investment Advisers LLCNov 2024 to now
- Cetera Wealth Services, LLCNov 2024 to now
- Ic Advisory Services IncNov 2016 to Nov 2024
- The Investment Center IncNov 2016 to Nov 2024
- LPL Financial LLCDec 2012 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3172102
- Firm CRD
- 105644