Chelsea James Salins
Investment adviser representative at Cerity Partners LLC
12 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cerity Partners LLCApr 2023 to now
- Galileo Planning GroupDec 2020 to Apr 2023
- Lammersville Unified School DistrictAug 2020 to Dec 2020
- Strive Physical TherapyFeb 2020 to Aug 2020
- Wade Financial AdvisoryJun 2019 to Aug 2020
- The Club At Los GatosApr 2018 to Apr 2020
- TargetAug 2017 to Apr 2018
- MacysJan 2016 to Dec 2016
- San Jose State UniversityDec 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 8022803
- Firm CRD
- 151559