Chelsea Arb has been an investment adviser representative at Dorman Financial Management, P.A. since September 2020, and is not listed among the firm’s executive officers or direct owners.
Dorman Financial Management, P.a. is a Maitland, FL firm with $161M under management, 262 clients and 2 advisers in one office, as of its February 2026 filing.
Chelsea Arb’s longest registration is the current one, 6 years at Dorman Financial Management, P.A. since 2020. Before joining Dorman Financial Management, P.A. in 2020, Chelsea Arb was registered through Oak Square Advisors.
- – present · 6 yearsMaitland, FL · Adviser representative · Firm CRD 136881
- Oak Square Advisors– · 1 yearWinter Park, FL · Adviser representative · Firm CRD 299591
Investment adviser representative registrations
Chelsea Arb is registered as an investment adviser representative in Florida, since September 2020.
- FloridaSince 25 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chelsea Erin Arb
- CRD
- 5592994
- Firm
- Dorman Financial Management, P.A. · CRD 136881
- Office
- 557 N. WYMORE ROAD, SUITE 201, Maitland, FL 32751
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Chelsea Arb work?
Chelsea Arb is an investment adviser representative registered through Dorman Financial Management, P.a. since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Chelsea Arb a financial advisor?
Yes. Chelsea Arb has a current investment-adviser registration in Florida, through Dorman Financial Management, P.A. since September 2020.
How many years of experience does Chelsea Arb have?
Chelsea Arb has 7 years in the financial industry, since March 2019, across 2 adviser firms.
What exams has Chelsea Arb passed?
Chelsea Arb passed the Series 65 in March 2019.
Where is Chelsea Arb based?
Chelsea Arb’s registered office is in Maitland, FL.
Is Chelsea Arb registered with FINRA?
No. Chelsea Arb has no current broker registration.
How can I verify Chelsea Arb’s record?
Search CRD 5592994 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chelsea Arb’s full registration record.
