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RIA / WealthAdvisor22 years in industry

JONATHAN MOORE CHESSHIRE

Advisor at CLEARBROOK INVESTMENT SOLUTIONS LLC

NEW YORK, NY | SOMERS POINT, NJ | Somers Point, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d57d7769-16a7-b386-6ff8-eea6682bf390

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARBROOK INVESTMENT SOLUTIONS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 14, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 1
Exams: S65
First exam: Mar 17, 2010
First registration: Oct 14, 2003
Dual registered: no
IAPD individual key: 4695441

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SINDIA CAPITAL ADVISERS, LLC	Other adviser	Feb 12, 2025	n/a	yes	SOMERS POINT, NJ	Current employment
CLEARBROOK INVESTMENT SOLUTIONS LLC	Independent wealth	Oct 9, 2024	n/a	yes	NEW YORK, NY\|Somers Point, NJ	Current employment
CBF ADVISORS, LLC	Asset manager	Mar 18, 2010	Sep 4, 2018	no	n/a	Previous registration
BNY MELLON ADVISORS, INC.	Bank affiliated wealth	Oct 14, 2003	Dec 12, 2003	no	MALVERN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CBF ADVISORS, LLC	CLEARBROOK INVESTMENT SOLUTIONS LLC	Sep 4, 2018	Oct 9, 2024	2,227	Channel change	Other
BNY MELLON ADVISORS, INC.	CBF ADVISORS, LLC	Dec 12, 2003	Mar 18, 2010	2,288	Firm change after gap	Other

Relationships

Registered with (4)

→ SINDIA CAPITAL ADVISERS, LLCRegistered adviserregistration: current employment
Feb 12, 2025 to presentfactForm ADV
→ CLEARBROOK INVESTMENT SOLUTIONS LLCRegistered adviserregistration: current employment
Oct 9, 2024 to presentfactForm ADV
→ CBF ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 18, 2010 to Sep 4, 2018factForm ADV
→ BNY MELLON ADVISORS, INC.Registered adviserregistration: previous registration
Oct 14, 2003 to Dec 12, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d57d7769-16a7-b386-6ff8-eea6682bf390
First observed: Oct 14, 2003
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JONATHAN MOORE CHESSHIRE

Advisor at CLEARBROOK INVESTMENT SOLUTIONS LLC

NEW YORK, NY | SOMERS POINT, NJ | Somers Point, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d57d7769-16a7-b386-6ff8-eea6682bf390

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SINDIA CAPITAL ADVISERS, LLC

Other adviser

Feb 12, 2025

n/a

yes

SOMERS POINT, NJ

Current employment

CLEARBROOK INVESTMENT SOLUTIONS LLC

Independent wealth

Oct 9, 2024

n/a

yes

NEW YORK, NY|Somers Point, NJ

Current employment

CBF ADVISORS, LLC

Asset manager

Mar 18, 2010

Sep 4, 2018

n/a

Previous registration

BNY MELLON ADVISORS, INC.

Bank affiliated wealth

Oct 14, 2003

Dec 12, 2003

MALVERN, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CBF ADVISORS, LLC

CLEARBROOK INVESTMENT SOLUTIONS LLC

Sep 4, 2018

Oct 9, 2024

2,227

Channel change

Other

BNY MELLON ADVISORS, INC.

CBF ADVISORS, LLC

Dec 12, 2003

Mar 18, 2010

2,288

Firm change after gap

Other