Chase Matriotti has been an investment adviser representative at Chaney Capital Management since December 2023, and is not listed among the firm’s executive officers or direct owners.
Chaney Capital Management Inc. is a Lynnwood, WA firm with $456M under management, 388 clients and 6 advisers across 2 offices, as of its September 2026 filing.
- – present · 2 yearsLynnwood, WA · Adviser representative · Firm CRD 116511
Investment adviser representative registrations
Chase Matriotti is registered as an investment adviser representative in 2 states. Each was approved in December 2023.
- TexasSince 19 December 2023
- WashingtonSince 19 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chase L Matriotti
- CRD
- 7770948
- Firm
- Chaney Capital Management · CRD 116511
- Office
- 3400 188TH STREET SW, SUITE #570, Lynnwood, WA 98037
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Chase Matriotti work?
Chase Matriotti is an investment adviser representative registered through Chaney Capital Management Inc. since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Chase Matriotti a financial advisor?
Yes. Chase Matriotti has a current investment-adviser registration in Texas and Washington, through Chaney Capital Management since December 2023.
How many years of experience does Chase Matriotti have?
Chase Matriotti has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Chase Matriotti passed?
Chase Matriotti passed the Series 65 in December 2023.
Where is Chase Matriotti based?
Chase Matriotti’s registered office is in Lynnwood, WA.
Is Chase Matriotti registered with FINRA?
No. Chase Matriotti has no current broker registration.
How can I verify Chase Matriotti’s record?
Search CRD 7770948 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Matriotti’s full registration record.
- Lynda BartschVice President/Owner
Stephen ChaneyPresident- Lynda BartschChief Compliance Officer