CS
CFP
CS
CFP

Chelsea Ann Seibel

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
3,469 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$18.4B

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,500
Loading...

Location

290 Woodcliff Drive, Fairport, NY, 14450

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Chelsea is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. She also serves as a board member for Abuse Counseling Treatment, Inc. (since May 2022) and Planned Giving Council of Lee County, Inc. (since December 2024), dedicating minimal time to these non-investment related activities.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
September 2021 - Present · 4 yrs 5 mos
Manning & Napier Investor Services, INC.Broker
September 2021 - Present · 4 yrs 5 mos
Manning & Napier Investor Services, INC.
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
RBC Capital Markets, LLCBroker
July 2016 - August 2021 · 5 yrs 1 mo
RBC Capital Markets, LLC
July 2016 - August 2021 · 5 yrs 1 mo
Lincoln Financial Advisors Corporation
February 2014 - July 2016 · 2 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
February 2014 - July 2016 · 2 yrs 5 mos
Strategic Advisers, INC.
February 2013 - January 2014 · 11 mos
Fidelity Brokerage Services LLCBroker
September 2011 - January 2014 · 2 yrs 4 mos
State Registrations17 states
ALCAFLKYMAMDMNMOMTNCNENYOHPASDTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chelsea Ann Seibel - Financial Advisor | TrueAdvisor