Chelsie Smith has been an investment adviser representative at Leonard Rickey Investment Advisors, P.L.L.C. since December 2019, and is not listed among the firm’s executive officers or direct owners.
Leonard Rickey Investment Advisors, P.L.L.C. is a Yakima, WA firm with $958M under management, 1,102 clients and 9 advisers across 3 offices, as of its September 2026 filing.
- – present · 6 yearsYakima, WA · Adviser representative · Firm CRD 116891
Investment adviser representative registrations
Chelsie Smith is registered as an investment adviser representative in 2 states. Each was approved in December 2019.
- TexasSince 17 December 2019
- WashingtonSince 17 December 2019
Examinations
No examinations are on Chelsie Smith’s record.
- Full name
- Chelsie Marie Smith
- CRD
- 7208947
- Firm
- Leonard Rickey Investment Advisors, P.L.L.C. · CRD 116891
- Office
- 3908 CREEKSIDE LOOP, SUITE 100, Yakima, WA 98902
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Chelsie Smith work?
Chelsie Smith is an investment adviser representative registered through Leonard Rickey Investment Advisors, P.L.L.C. since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Chelsie Smith a financial advisor?
Yes. Chelsie Smith has a current investment-adviser registration in Texas and Washington, through Leonard Rickey Investment Advisors, P.L.L.C. since December 2019.
How many years of experience does Chelsie Smith have?
Chelsie Smith has 6 years in the financial industry, since December 2019, across 1 adviser firm.
Where is Chelsie Smith based?
Chelsie Smith’s registered office is in Yakima, WA.
Is Chelsie Smith registered with FINRA?
No. Chelsie Smith has no current broker registration.
How can I verify Chelsie Smith’s record?
Search CRD 7208947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chelsie Smith’s full registration record.