Chelsea Ransom-cooper
Investment adviser representative at Zenith Wealth Partners
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$151MFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Zenith Wealth PartnersNov 2022 to now
- Zenith Solutions, LLCSep 2020 to now
- Baker Avenue Asset Management LPApr 2017 to Sep 2020
- Brunch & BudgetJan 2017 to Apr 2017
- Ernst & YoungJul 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Zenith Wealth Partners
Legal name: Zenith Solutions, Inc.
$151MAssets managed
325Clients
7Advisers
2 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
- 6978109
- Firm CRD
- 304732