David Medlin has been an investment adviser representative at Chelsea Advisory Services since October 2018, and is not listed among the firm’s executive officers or direct owners.
Chelsea Advisory Services, Inc is a Staten Island, NY firm with $147M under management, 552 clients and 25 advisers across 22 offices, as of its August 2026 filing.
David Medlin is Financial Advisor of Chelsea Financial Services, based in Myrtle Beach, South Carolina. He has over 30 years of experience in the brokerage industry and manages portfolios using equities, bonds, ETFs and mutual funds. He is registered as an Investment Advisor in South Carolina and North Carolina, with additional registrations in Florida and Wyoming.
David Medlin’s longest registration is the current one, 8 years at Chelsea Advisory Services since 2018. Before joining Chelsea Advisory Services in 2018, David Medlin was registered through LPL Financial LLC and Wells Fargo Advisors, LLC.
- – present · 8 yearsLittle River, SC · Adviser representative · Firm CRD 150791
- LPL Financial LLC– · 7 yearsFletcher, NC · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors, LLC– · 3 yearsAsheville, NC · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 1 yearAsheville, NC · Adviser representative · Firm CRD 4
Investment adviser representative registrations
David Medlin is registered as an investment adviser representative in 2 states. The first approvals date from October 2018; the most recent is South Carolina, in July 2023.
- North CarolinaSince 9 October 2018
- South CarolinaSince 19 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 1994 |
| Series 7 | General Securities Representative Examination | 16 March 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Andrew Medlin
- CRD
- 2435804
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- Little River, SC
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- chfs.com
Where does David Medlin work?
David Medlin is an investment adviser representative registered through Chelsea Advisory Services, Inc since October 2018, and is not listed among the firm’s executive officers or direct owners.
Is David Medlin a financial advisor?
Yes. David Medlin has a current investment-adviser registration in North Carolina and South Carolina, through Chelsea Advisory Services since October 2018.
How many years of experience does David Medlin have?
David Medlin has 32 years in the financial industry, since April 1994, across 4 adviser firms.
What exams has David Medlin passed?
David Medlin has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 1994. FINRA credited David Medlin with the SIE, which began in October 2018.
Where did David Medlin work before Chelsea Advisory Services?
Before Chelsea Advisory Services, David Medlin was registered through Wells Fargo Advisors, LLC, January 2008 to November 2011; A. G. Edwards & Sons, Inc., April 2006 to January 2008.
Where is David Medlin based?
David Medlin’s registered office is in Little River, SC.
Is David Medlin registered with FINRA?
Yes. David Medlin has a current broker registration, under CRD 2435804.
Source: FINRA BrokerCheck
How can I verify David Medlin’s record?
Search CRD 2435804 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Medlin’s full registration record.