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Chelsea Vitale

Investment adviser representative at Shoker Investments
12 yearsExperience
6 statesRegistered in
$510.8MFirm assets
36 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.

  • Portfolio management

Experience

12 years in the industry.

  1. Shoker InvestmentsJul 2024 to now
  2. CovermymedsJan 2020 to Jun 2024
  3. Randstad TechnologiesNov 2014 to Jan 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 6 states (FL, IL, IN, KY, OH, TX).

Shoker Investments

Legal name: Shoker Investment Counsel Inc.

$510.8MAssets managed
195Clients
3Advisers
36 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
8178667
Firm CRD
107857
Advisor's SEC record (opens in a new tab)
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