Chelsea Augusta Traub
Investment adviser representative at Evolve Private Wealth, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
1 yearFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Evolve Private Wealth, LLCJun 2026 to now
- Seia LLCNov 2021 to May 2026
- Osaic Wealth, Inc.Nov 2021 to Aug 2023
- RBC Capital Markets, LLCApr 2019 to Oct 2021
- J.P. Morgan Securities LLCJan 2017 to Apr 2019
- JPMorgan Private BankNov 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Evolve Private Wealth, LLC
$2.1BAssets managed
679Clients
20Advisers
1 yearIn 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
- 5680024
- Firm CRD
- 333932