Chandler Tso has been an investment adviser representative at Kelsey Financial since January 2022, and is not listed among the firm’s executive officers or direct owners. Chandler Tso studied at the University of Southern California.
Kelsey Financial, LLC is a Moorpark, CA firm with $176M under management, 275 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Chandler Tso is Advisor of Kelsey Financial, based in Moorpark. He joined the Kelsey Financial team in 2022 and focuses on data, research and mathematically derived methodologies in his client relationships.
- Kelsey Financial, LLCCurrent– present · 4 yearsAlbany, OR · Adviser representative · Firm CRD 314950
Investment adviser representative registrations
Chandler Tso is registered as an investment adviser representative in 2 states. Each was approved in January 2022.
- CaliforniaSince 6 January 2022
- OregonSince 28 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chandler Grant Tso
- CRD
- 7490166
- Firm
- Kelsey Financial · CRD 314950
- Office
- Albany, OR
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelseyfinancial.net
Where does Chandler Tso work?
Chandler Tso is an investment adviser representative registered through Kelsey Financial, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Chandler Tso a financial advisor?
Yes. Chandler Tso has a current investment-adviser registration in California and Oregon, through Kelsey Financial since January 2022.
How many years of experience does Chandler Tso have?
Chandler Tso has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Chandler Tso passed?
Chandler Tso passed the Series 65 in September 2021.
Where is Chandler Tso based?
Chandler Tso’s registered office is in Albany, OR.
Is Chandler Tso registered with FINRA?
No. Chandler Tso has no current broker registration.
How can I verify Chandler Tso’s record?
Search CRD 7490166 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chandler Tso’s full registration record.