Chapin Charles Schott
Investment adviser representative at Clear Creek Advisors
13 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
13 years in the industry.
- Clear Creek AdvisorsFeb 2025 to now
- Charles Schwab & Co., Inc.Jul 2023 to now
- Tier One Wealth ManagementMay 2023 to Jul 2023
- Red Rock Auto GroupMar 2022 to Apr 2022
- Colorado Mesa UnversityAug 2019 to Apr 2023
- Schomp BmwMay 2019 to Aug 2019
- Game Set MatchMay 2017 to Aug 2021
- Full-time EducationAug 2013 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7736050
- Firm CRD
- 288335