JAMES CHARTREY is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with LIDO ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIDO ADVISORS, LLC | 2024-03-28 | present | Yes |
| COLORADO FINANCIAL MANAGEMENT LLC | 2023-04-13 | 2024-03-28 | — |
| LIDO ADVISORS, LLC | 2022-12-22 | 2023-04-14 | — |
| MARINER, LLC | 2018-08-30 | 2022-12-21 | — |