DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Chase Thomas Gelardi
Certified Financial Planner
Feed of 09/14/2026
Also filed as Chase T Gelardi
At current firm
2 y
since Sep 28, 2023
In the industry
18 y
since Aug 1, 2008 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Meridian Wealth Management, LLC independent RIA currentsince Sep 28, 2023 · Scottsdale, Az
- United Capital Financial Advisors independent RIAJul 20, 2022 to Oct 27, 2023 · Scottsdale, Az
- Vanguard Advisers, Inc. BD affiliatedOct 26, 2012 to May 13, 2022 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- United Capital Financial Advisors to Meridian Wealth Management, LLCleft Oct 27, 2023, registered Sep 28, 2023 (-29 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Vanguard Advisers, Inc. to United Capital Financial Advisorsleft May 13, 2022, registered Jul 20, 2022 (68 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- Chase Thomas Gelardi left United Capital Financial Advisors for Meridian Wealth Management, Llc (registered 2023-09-28)Oct 27, 2023 · Advisor changed firm · fact
- Chase Thomas Gelardi left Vanguard Advisers, Inc. for United Capital Financial Advisors (registered 2022-07-20)May 13, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address