Chelsey Marie Asef
Investment adviser representative at D.A. Davidson & Co.
18 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- D.A. Davidson & Co.Oct 2023 to now
- Mainstreet RealtorsApr 2023 to Oct 2023
- Operdoor LabsOct 2021 to Apr 2023
- Mainstreet RealtorsJan 2021 to Oct 2021
- Active Realty IncJan 2020 to Jan 2021
- Realty Masters & Associates, IncOct 2019 to Jan 2020
- Murray Real EstateJun 2018 to Oct 2019
- Tgi FridaysJun 2008 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 5237623
- Firm CRD
- 199