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
Chelsea Julie Polhemus
Certified Financial Planner
Feed of 09/14/2026
Also filed as Chelsea Polhemus
At current firm
1 y
since Jun 26, 2025
In the industry
10 y
since Jul 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- UBS Financial Services Inc. wirehouse currentsince Jun 26, 2025 · Portsmouth, Nh
- Cornerstone Financial Planning, LLC independent RIAMar 14, 2025 to Jun 9, 2025 · Portsmouth, Nh
- Fidelity Personal And Workplace Advisors formerJun 11, 2021 to Apr 6, 2023 · Merrimack, Nh
Moves
a registration end followed by a registration begin elsewhere
- Cornerstone Financial Planning, LLC to UBS Financial Services Inc.left Jun 9, 2025, registered Jun 26, 2025 (17 days) · RIA to wirehouse
- Fidelity Personal And Workplace Advisors to Cornerstone Financial Planning, LLCleft Apr 6, 2023, registered Mar 14, 2025 (708 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Chelsea Julie Polhemus left Cornerstone Financial Planning, Llc for Ubs Financial Services Inc. (registered 2025-06-26)Jun 9, 2025 · Advisor changed firm · fact
- Chelsea Julie Polhemus left Fidelity Personal And Workplace Advisors for Cornerstone Financial Planning, Llc (registered 2025-03-14)Apr 6, 2023 · 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
- Wirehousederived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address