# JAMES CHARTREY

JAMES CHARTREY is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with LIDO ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LIDO ADVISORS, LLC](https://search.stillhousedata.com/firm/269866) | 2024-03-28 | present | Yes |
| [COLORADO FINANCIAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/113216) | 2023-04-13 | 2024-03-28 | — |
| [LIDO ADVISORS, LLC](https://search.stillhousedata.com/firm/269866) | 2022-12-22 | 2023-04-14 | — |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2018-08-30 | 2022-12-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5552897)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5552897.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.