Chase L Matriotti
Investment adviser representative at Chaney Capital Management Inc.
13 yearsExperience
2 statesRegistered in
$455.5MFirm assets
19 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
Experience
13 years in the industry.
- Chaney Capital Management Inc.Mar 2023 to now
- StudentJun 2022 to Jan 2023
- Cooper PublicationsAug 2021 to May 2022
- StudentOct 2020 to Jul 2021
- Papa JohnsMar 2019 to Sep 2020
- StudentJul 2018 to Feb 2019
- Kafe NeoAug 2017 to Jun 2018
- StudentJun 2013 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Chaney Capital Management Inc.
$455.5MAssets managed
388Clients
6Advisers
19 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
- 7770948
- Firm CRD
- 116511