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Detailed Report
Chelsey Wahlman
CHELSEY ANNE SCOTT
CRD#: 6178669
IA
Investment Adviser
B
Broker
KESTRA ADVISORY SERVICES, LLCCRD#: 283330 Thompson Station, TN
KESTRA INVESTMENT SERVICES, LLCCRD#: 42046 Thompsons Station, TN
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2022 - 2023 (<1 year)2 FIRMS2025 - Present (<1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2015 - 2022 (6 years)IABEACON CAPITAL MANAGEMENT, LLC (CRD# 156228)2023 - 2025 (1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2016 - 2022 (6 years)
License(s)

State Registrations

B
Connecticut 1/31/2025
B
Tennessee 1/31/2025
IA
Connecticut 1/31/2025
IA
Tennessee 2/4/2025

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
KESTRA INVESTMENT SERVICES, LLC (CRD#:42046)
Thompsons Station, TN
Brentwood, TN
Registered with this firm since 1/31/2025
IA
KESTRA ADVISORY SERVICES, LLC (CRD#:283330)
Thompson Station, TN
8232 Wikle Rd E, Brentwood, TN 37027
Registered with this firm since 1/31/2025
Previous Registration(s)
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IA
 04/10/2023 - 02/17/2025 BEACON CAPITAL MANAGEMENT, LLC (CRD#:156228) FRANKLIN, TN
IA
 08/09/2022 - 03/14/2023 SAGESPRING WEALTH PARTNERS (CRD#:283515) Columbia, TN
B
 03/21/2022 - 02/15/2023 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) COLUMBIA, TN
IA
 03/01/2016 - 03/01/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BRENTWOOD, TN
B
 09/01/2015 - 03/01/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BRENTWOOD, TN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.