Brett Chipser has been Managing Principal / CCO of Chipser Wealth Management since November 2019, is a control person of the firm and directly owns 75% or more of it. Brett Chipser holds a Bachelor's degree from Auburn University Montgomery and a Juris Doctorate from Thomas Goode Jones School of Law.
Chipser Wealth Management, LLC is a Destin, FL firm with $140M under management, 107 clients and 3 advisers in one office, as of its January 2026 filing.
Brett Chipser is Investment Advisor Managing Principal of Chipser Wealth Management, based in Destin, Florida. He became a Financial Advisor in 2004 after 7 years practicing law as an Estate Planning and Real Estate attorney. He advises clients on wealth accumulation, preservation and transfer, including portfolio development, liability management, tax minimization, and asset preservation.
Brett Chipser’s longest registration was 8 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2004–2013). Before joining Chipser Wealth Management in 2020, Brett Chipser was registered through Wells Fargo Advisors Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 6 yearsDestin, FL · Adviser representative · Firm CRD 306396
- Wells Fargo Advisors Financial Network, LLC– · 6 yearsDestin, FL · Adviser representative · Firm CRD 11025
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 8 yearsDestin, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Brett Chipser is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2020.
- LouisianaSince 21 September 2020
- TexasResidentSince 18 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 23 March 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 3 December 2009 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 12 November 2009 |
| Series 66 | Uniform Combined State Law Examination | 8 December 2004 |
| Series 7 | General Securities Representative Examination | 4 November 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brett Stephen Chipser
- CRD
- 4861316
- Firm
- Chipser Wealth Management · CRD 306396
- Role
- Managing Principal / CCO
- Office
- 4300 LEGENDARY DRIVE, SUITE 230, Destin, FL 32541
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chipserwealthmanagement.com
Where does Brett Chipser work?
Brett Chipser has been Managing Principal / CCO of Chipser Wealth Management, LLC since November 2019, and is a control person of the firm.
Is Brett Chipser a financial advisor?
Yes. Brett Chipser has a current investment-adviser registration in Louisiana and Texas, through Chipser Wealth Management since January 2020.
How many years of experience does Brett Chipser have?
Brett Chipser has 21 years in the financial industry, since November 2004, across 3 adviser firms.
What exams has Brett Chipser passed?
Brett Chipser has passed 5 licensing exams: the Series 7, Series 66, Series 10, Series 9 and Series 31. The earliest, the Series 7, was passed in November 2004. FINRA credited Brett Chipser with the SIE, which began in October 2018.
Where did Brett Chipser work before Chipser Wealth Management?
Before Chipser Wealth Management, Brett Chipser was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2004 to November 2013.
Where is Brett Chipser based?
Brett Chipser’s registered office is in Destin, FL.
Is Brett Chipser registered with FINRA?
No. Brett Chipser has no current broker registration.
How can I verify Brett Chipser’s record?
Search CRD 4861316 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Chipser’s full registration record.