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Chemistry Wealth Management LLC

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Client assets under management

$1,258,233,672

Clients

558

59% high-net worth

Advisors

7

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

80

High

Average account size

$2,254,899

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.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Fixed

Fixed fees for financial planning engagements based on expected hours; up to $10,000 annually for ongoing planning

Percentage

0.85% to 2.00% annually (range based on factors such as complexity, asset level, and relationship)

Project-based

Up to $300 per hour for financial planning services

Other

Fee-only: Investment advisory fees paid monthly in advance; fees negotiable

Main office location

Chemistry Wealth Management LLC

115 Broadway, Suite 1801

New York NY 10006, United States

Number of offices

2

Most active in

California · Colorado · Connecticut · Florida · Georgia · Illinois · Louisiana · Massachusetts · New Hampshire · New Jersey · New Mexico · New York · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kyle D

CFA®, Series 66

Concord, MA

Chemistry Wealth Management LLC

Kyle Dandurand is a CFA® charterholder with 20 years of industry experience. He is currently with Chemistry Wealth Management LLC, where he has worked since 2021, following 16 years at Ameriprise Financial Services, Inc. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for individuals, families, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and options with a blend of fundamental and technical analysis.

Options & derivatives strategies
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 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2021. Outside of advisory work, he is involved in real estate development and management through his role as treasurer and member of 3818 Management LLC. Chemistry Wealth Management is a team-based 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, using a combination of ETFs, mutual funds, stocks, bonds, and options with a focus on long-term investing and portfolio customization.

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 in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Chemistry Wealth, he worked at Advice and Planning Services LLC and TIAA-CREF Individual & Institutional Services, LLC. Chemistry Wealth Management is a team-based firm with six advisors managing over $1 billion in assets for individuals, families, trusts, and businesses. The firm provides discretionary investment management and financial planning, using a combination of ETFs, mutual funds, stocks, and bonds with a long-term investment approach that allows for shorter-term trades as needed.

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 at Chemistry Wealth Management LLC with two years of industry experience. She has worked at Chemistry Wealth Management since 2021 and previously held roles at Ameriprise Financial Services, LLC and Rubenstein. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for individuals, families, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, utilizing customized portfolios with ETFs, mutual funds, stocks, bonds, and options, blending fundamental and technical analysis with a primarily long-term investment approach.

Options & derivatives strategies
user avatar

Adenikke S

Series 65

New York, NY

Chemistry Wealth Management LLC

Adenikke Soremekun is a financial advisor at Chemistry Wealth Management LLC with two years of industry experience. She holds a Series 65 designation and has previously worked with Unión de Cooperativas de Enseñanza de Trabajo Asociado de Madrid and Bilingual English Development & Assessment. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for more than 500 clients. The firm offers discretionary investment management and financial planning services using customized portfolios that combine fundamental and technical analysis with a primarily long-term approach.

Options & derivatives strategies
user avatar

Mark C

CFP®, Series 63

New York, NY

Chemistry Wealth Management LLC

Mark Chemtob is a CFP® with 27 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for Ameriprise Financial Services, Inc. for 16 years. He holds a Series 63 license and is also a licensed insurance professional. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing over $1 billion for more than 500 clients. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, stocks, bonds, and options with a generally long-term approach.

Options & derivatives strategies
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