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New York, NY Office

Team
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Chemistry Wealth Management LLC logo

Chemistry Wealth Management LLC

Team

Firm-wide stats for Chemistry Wealth Management LLC

Total advisors

7

Across 2 offices

Clients per advisor

80 High

Avg AUM per client

$2,254,899 Very High

HNW client ratio

59% Very High

About

Chemistry Wealth Management LLC is an SEC‑registered fiduciary that provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, and businesses. The firm constructs portfolios primarily from exchange‑traded funds, mutual funds, individual stocks and bonds, and also advises on retirement accounts and held‑away employer plans through third‑party access platforms.

The firm combines fundamental and technical analysis within a generally long‑term investment orientation while permitting shorter‑term trades for rebalancing or client needs, and applies internal due diligence when selecting positions. Clients receive ongoing monitoring and customized advice, with planning engagements available on a project or annual basis and the ability to place reasonable investment restrictions.

Distinctive features include a seven‑advisor team managing over $1.26 billion in client assets and the firm’s role as sponsor of a wrap fee program that bundles securities transaction costs into its asset‑based advisory fee, a disclosure that the firm notes may make total costs higher or lower depending on trading activity. Chemistry Wealth’s public materials also reference client testimonials and third‑party ratings, practices that are uncommon among peer advisory teams.

Based on Chemistry Wealth Management LLC

Expertise

Options & derivatives strategies

Based on Chemistry Wealth Management LLC

Location

115 Broadway, Suite 1801

New York NY 10006

Advisors at this office

6

Advisors at this office

user avatar

Cheung C

Series 65, Series 66

New York, NY

Chemistry Wealth Management LLC

Cheung Chan is a financial advisor at Chemistry Wealth Management LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, Chan is involved in real estate development and management through 3818 Management LLC in Brooklyn, NY. Chemistry Wealth Management LLC is an SEC-registered fiduciary that provides discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm utilizes a combination of fundamental and technical analysis with a primarily long-term investment approach and offers customized advice through a seven-advisor team managing over $1.26 billion in client assets.

Options & derivatives strategies
user avatar

Keegan S

Series 66

New York, NY

Chemistry Wealth Management LLC

Keegan Sullivan is a financial advisor at Chemistry Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previous experience at Advice and Planning Services LLC, TIAA-CREF, and L3 HomeLending LLC. Chemistry Wealth Management LLC is an SEC-registered fiduciary that provides discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis with a generally long-term investment approach, managing over $1.26 billion in client assets across a seven-advisor team.

Options & derivatives strategies
user avatar

Samuel E

Series 66

New York, NY

Chemistry Wealth Management LLC

Samuel Eilbaum is a financial advisor at Chemistry Wealth Management LLC in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Chemistry Wealth Management in 2025, he worked for seven years at Park Avenue Securities LLC dba Strategies for Wealth. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing approximately $1.03 billion for over 500 clients. The firm offers discretionary investment management and financial planning services to individuals, families, trusts, estates, and businesses, utilizing customized portfolios primarily composed of ETFs, mutual funds, individual stocks, and bonds with a generally long-term investment approach.

Options & derivatives strategies
user avatar

Nina S

CFP®

New York, NY

Chemistry Wealth Management LLC

Nina Spezzaferro is a CFP® professional with two years of industry experience, currently serving as an advisor at Chemistry Wealth Management LLC in New York, NY. Her prior experience includes roles at Ameriprise Financial Services, LLC and Rubenstein. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm that provides discretionary investment management and financial planning to individuals, families, and businesses. The firm utilizes a combination of fundamental and technical analysis with a primarily long-term investment approach, managing over $1.26 billion in client assets through a seven-advisor team.

Options & derivatives strategies
user avatar

Adenikke S

Series 65

New York, NY

Chemistry Wealth Management LLC

Adenikke Soremekun is a financial advisor with Chemistry Wealth Management LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include work at Chemistry Wealth Management in different capacities and a position at Unión de Cooperativas de Enseñanza de Trabajo Asociado de Madrid. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm serving individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a generally long-term investment focus and manages over $1.26 billion in client assets through a team of seven advisors.

Options & derivatives strategies
user avatar

Mark C

CFP®, Series 63

New York, NY

Chemistry Wealth Management LLC

Mark Chemtob is a CFP® with 28 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for 16 years at Ameriprise Financial Services, Inc. He is also a licensed insurance professional in a non-advisory capacity. Chemistry Wealth Management LLC is an SEC-registered fiduciary providing discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a long-term investment approach and offers ongoing monitoring, customized advice, and flexible planning options.

Options & derivatives strategies
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