Chalice Wealth Advisors LLC
Legal Name: CHALICE WEALTH ADVISORS, LLC
Full Contact Details
Chalice Wealth Advisors LLC
10920 VIA FRONTERA, SUITE 520, SAN DIEGO, CA
800-535-6981
800-913-5984
Other Info
Chalice Wealth Advisors LLC, legally known as CHALICE WEALTH ADVISORS, LLC, is a Nevada Limited Liability Company with 18 employees, 13 of which are in advisory roles. Providing financial advice to 853 clients, the firm's most recent SEC status is listed as "Approved" with a registration date of July 3, 2017.
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Direct Owners
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CHALICE WEALTH PARTNERS, LLC
MANAGING MEMBER owns 75% or more
-
DEREK JEROLD BRUTON
PRESIDENT owns less than 5%
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KEITH EDWARD GREGG
CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER owns less than 5%
-
MOHAMED ALSORAIMI
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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ANTHONY NANULA
MEMBER / OPERATING MANAGER owns more than 25% but less than 50%
-
KEITH EDWARD GREGG
MEMBER owns more than 25% but less than 50%
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NANCO ASSOCIATES, LLC
MEMBER owns more than 25% but less than 50%
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PAUL SAVINO NANULA
MEMBER / OPERATING MANAGER owns more than 25% but less than 50%
-
PHIL JAMES NANULA
MEMBER / OPERATING MANAGER owns more than 25% but less than 50%
-
STEVEN VICTOR NANULA
MEMBER / OPERATING MANAGER owns more than 25% but less than 50%
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