Chase
Adler
Edgerock Wealth Management
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About this Advisor
Chase Adler is a financial advisor based out of Denver, Colorado. Adler is an advisor for Edgerock Wealth Management. Over the course of their career, Adler has held roles at Charles Schwab & Co., Inc, Sears Holding Company, Edgerock Wealth Management and Morgan Stanley. Adler holds Series 66 and Series 63 licenses, certifying them as a securities broker, and is registered to advise clients in Colorado. Edgerock Wealth Management is a registered investment firm based in Denver, CO. The company has offices in two locations and a total of 15 people on staff. It oversees $253 million in total assets among its 1,235 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,235 customer accounts, just 14% are associated with high-net-worth investors who have more than $1 million in assets. Edgerock Wealth Management performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fees vary depending on which service is provided. Fees billed by Edgerock Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Edgerock Wealth Management Brokerage Details
$252,895,716
15
1,235
$204,774
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chase Adler Work History
Chase has been registered as a financial advisor for 0 years.*
Edgerock Wealth Management
Morgan Stanley
Charles Schwab & Co., Inc
Sears Holding Company
*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 Chase Adler 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 Edgerock Wealth Management
Englewood, CO
Grand Junction, CO
Englewood, CO
Englewood, CO
Denver, CO
Englewood, CO
Englewood, CO
Bend, OR
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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