Beth Ann Vulopas
Investment adviser representative at Chestnut Street Investment Counsel, LLC
28 yearsExperience
1 stateRegistered in
$119.5MFirm 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 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
Experience
28 years in the industry.
- Chestnut Street Investment Counsel, LLCJul 2020 to now
- Financial Advisory Services, LLCSep 2019 to Jul 2020
- Atwater MalickMar 2019 to Jul 2019
- Vulopas & Associates Daily Money ManagementSep 2012 to Mar 2019
- Wheatland AdvisorsSep 1998 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Chestnut Street Investment Counsel, LLC
$119.5MAssets managed
85Clients
3Advisers
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
- 7100150
- Firm CRD
- 309741