# CHASE DION NELSON

CHASE DION NELSON is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2026-05-05 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | 2026-03-19 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2024-12-04 | 2025-03-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2022-12-02 | 2024-04-17 | — |
| [T. ROWE PRICE ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/108958) | 2021-07-29 | 2022-02-28 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2018-05-22 | 2021-04-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6673903)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6673903.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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