Chelsea
Blasch

Sterling Investment Counsel, LLC

CRD#6021182
Investment Advisor
in Buffalo, NY

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About this Advisor

Chelsea Blasch is a financial advisor based out of Buffalo, New York, who has 2 years of industry experience. Blasch is on the advisory team at Sterling Investment Counsel, LLC. Over the course of their career, they have held roles at Sii Investments, Inc, Lpl Financial LLC, Sterling Investment Counsel, LLC and Jensen, Marks, Langer & Vance. Blasch holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New York. Sterling Investment Counsel, LLC is an advisory company based out of Buffalo, NY. It oversees $544 million in assets under management among its 1,821 accounts, making it one of the larger firms in the United States by assets under management. The firm advises four charitable organizations. Of its 1,821 customer accounts, 26% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely depend on the type of services provided. However, fee types charged by Sterling Investment Counsel, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

360 Delaware Avenue Suite 400
Buffalo, NY 14202

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Sterling Investment Counsel, LLC Brokerage Details

Total Assets Under Management

$543,606,529

NY Average: $7,464,549,021
Total Number of Employees

9

NY Average: 88
Total Number of Accounts

1,821

NY Average: 3,892
Average Account Size

$298,521

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Chelsea Blasch Work History

Chelsea has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Lpl Financial LLC

2018 - Present (6 years)

Sterling Investment Counsel, LLC

2016 - Present (8 years)

Sterling Investment Counsel, LLC

2012 - Present (12 years)

Jensen, Marks, Langer & Vance

2014 - 2018 (4 years)

Sii Investments, Inc

2013 - 2014 (1 year)

Sii Investments, 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 Blasch 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 Sterling Investment Counsel, LLC

Chelsea Blasch
Buffalo, NY
Phillip Vance
Buffalo, NY
John Langer
Buffalo, NY
Christopher Marks
Buffalo, NY
Cynthia Vance
Buffalo, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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