Chase M Adler
Investment adviser representative at Edgerock Wealth Management
13 yearsExperience
1 stateRegistered in
$578.9MFirm assets
5 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Edgerock Wealth ManagementJan 2023 to now
- Morgan StanleyMay 2021 to Jan 2023
- Charles Schwab & Co., Inc.Dec 2013 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
Edgerock Wealth Management
Legal name: Edgerock Capital LLC
$578.9MAssets managed
575Clients
13Advisers
5 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
- 6276344
- Firm CRD
- 312325