Chelsea
Traub
Seia
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About this Advisor
Chelsea Traub is a financial advisor who works out of Los Angeles, California who has 2 years of industry experience. Traub currently works for Seia. During their career, the advisor has held roles at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Cantor Fitizgerald, Timothy Whealon Interiors, Lanline Communications, Inc, Rbc Capital Markets, LLC, Royal Alliance Associates, Inc and Seia LLC. Traub maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Seia is a financial advisory business based in Los Angeles, CA. The company has offices in 12 locations and a total of 98 advisors. It handles $12 billion in assets under management across its 17,180 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 16 charitable organizations. Of its 17,180 client accounts, 62% are held by high-net-worth individuals who have at least $1 million in investable assets. Seia has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types charged by Seia most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$11,665,897,705
98
17,180
$679,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Chelsea Traub Work History
Chelsea has been registered as a financial advisor for 2 years.*
Royal Alliance Associates, Inc
Seia LLC
Rbc Capital Markets, LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Cantor Fitizgerald
Timothy Whealon Interiors
Jpmorgan Chase Bank Na
Lanline Communications, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chelsea Traub to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seia
Redondo Beach, CA
Redondo Beach, CA
Los Angeles, CA
Houston, TX
Los Angeles, CA
Irvine, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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