Chelsea Jean Charette
Investment adviser representative at Wedge Capital Management LLP
12 yearsExperience
1 stateRegistered in
$8.1BFirm assets
39 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Wedge Capital Management LLPSep 2019 to now
- Millennium Advisors LLCDec 2018 to Sep 2019
- Fred Alger & Co., Inc.Mar 2014 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wedge Capital Management LLP
$8.1BAssets managed
184Clients
21Advisers
39 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
- 5814595
- Firm CRD
- 106234