Chase C Rojas
Investment adviser representative at Clear Creek Advisors
12 yearsExperience
1 stateRegistered in
$722.5MFirm assets
7 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 assetsFixed or flat fee
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.
- Clear Creek AdvisorsFeb 2025 to now
- Bank of America, N.A.Dec 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- Powerpoints LLCJun 2024 to Nov 2024
- Merrill LynchSep 2021 to Jun 2024
- Sprouts Farmers MarketNov 2020 to May 2021
- Colorado Mesa UniversityAug 2018 to May 2022
- Arrowhead Golf CourseMay 2017 to Aug 2021
- Thunderridge High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Clear Creek Advisors
Legal name: Clear Creek Wealth Management, LLC
$722.5MAssets managed
483Clients
9Advisers
7 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
- 7446537
- Firm CRD
- 288335