Gary
Chidsey

Lexaurum Advisors

CRD#5863438
Investment Advisor
in Medina, OH

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About this Advisor

Gary Chidsey is a financial advisor operating out of Medina, Ohio, who has 3 years of industry experience. Chidsey is on the advisory team at Lexaurum Advisors. During their career, the advisor has held roles at Nationwide, Nationwide Securities, LLC, Brokers International Financial Services and Lexaurum Advisors, LLC. Chidsey holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio and Texas. Lexaurum Advisors is a financial advisory company headquartered in Stilwell, KS. It has offices in 20 locations and a total of 42 advisors. It administers $604 million in assets under management among its 3,466 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advice to 20 charitable organizations. Of its 3,466 client accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Lexaurum Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Lexaurum Advisors likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

404 North Court St.
Medina, OH 44256

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Lexaurum Advisors Brokerage Details

Total Assets Under Management

$604,128,786

OH Average: $2,243,162,756
Total Number of Employees

42

OH Average: 44
Total Number of Accounts

3,466

OH Average: 4,091
Average Account Size

$174,301

OH Average: $548,316

Investment Advisory Services

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

Gary Chidsey Work History

Gary has been registered as a financial advisor for 3 years.*

2020 - Present (3 years)

Brokers International Financial Services

2020 - Present (3 years)

Lexaurum Advisors, LLC

2012 - 2019 (7 years)

Nationwide

2012 - 2019 (7 years)

Nationwide Securities, LLC

*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 Gary Chidsey 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 Lexaurum Advisors

Peter Hughes
Stilwell, KS
Thomas Doellman
Chesterfield, MO
Nixon James
Rancho Cucamonga, CA
Bryce Littler
Stilwell, KS
Kyle Harsha
Smithville, MO
Joseph Hassen
Stilwell, KS
Gary Chidsey
Medina, OH
Rochelle Tocchini
Overland Park, KS

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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