Beth Vulopas has been Principal and Chief Compliance Officer of Chestnut Street Investment Counsel since June 2020, is a control person of the firm and directly owns 75% or more of it. Beth Vulopas studied at Millersville University.
Chestnut Street Investment Counsel, LLC is a Lancaster, PA firm with $120M under management, 85 clients and 3 advisers in one office, as of its January 2026 filing.
Beth Ann Vulopas is Founder & Managing Principal of Chestnut Street Investment Counsel, based in Lancaster, Pennsylvania. Vulopas began a career spanning more than 30 years at Bank of Lancaster, now PNC, working in management, operations and as a personal money manager for older adults. More than two decades at Wheatland Advisors followed before Vulopas founded Chestnut Street Investment Counsel in 2020.
Beth Vulopas’ longest registration is the current one, 6 years at Chestnut Street Investment Counsel since 2020. Before joining Chestnut Street Investment Counsel in 2020, Beth Vulopas was registered through Financial Advisory Services, LLC and Atwater Malick.
- – present · 6 yearsLancaster, PA · Adviser representative · Firm CRD 309741
- Financial Advisory Services, LLC– · 1 yearYork, PA · Adviser representative · Firm CRD 122053
- Atwater Malick– · under a yearLancaster, PA · Adviser representative · Firm CRD 147972
Investment adviser representative registrations
Beth Vulopas is registered as an investment adviser representative in Pennsylvania, since July 2020.
- PennsylvaniaSince 21 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Beth Ann Vulopas
- CRD
- 7100150
- Firm
- Chestnut Street Investment Counsel · CRD 309741
- Role
- Principal and Chief Compliance Officer
- Office
- 144 EAST CHESTNUT STREET, Lancaster, PA 17602
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chestnutstreetic.com
Where does Beth Vulopas work?
Beth Vulopas has been Principal and Chief Compliance Officer of Chestnut Street Investment Counsel, LLC since June 2020, and is a control person of the firm.
Is Beth Vulopas a financial advisor?
Yes. Beth Vulopas has a current investment-adviser registration in Pennsylvania, through Chestnut Street Investment Counsel since July 2020.
How many years of experience does Beth Vulopas have?
Beth Vulopas has 7 years in the financial industry, since July 2019, across 3 adviser firms.
What exams has Beth Vulopas passed?
Beth Vulopas passed the Series 65 in May 2019.
Where did Beth Vulopas work before Chestnut Street Investment Counsel?
Before Chestnut Street Investment Counsel, Beth Vulopas was registered through Atwater Malick, May 2019 to July 2019.
Where is Beth Vulopas based?
Beth Vulopas’ registered office is in Lancaster, PA.
Is Beth Vulopas registered with FINRA?
No. Beth Vulopas has no current broker registration.
How can I verify Beth Vulopas’ record?
Search CRD 7100150 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Beth Vulopas’ full registration record.