Beth Ann Vulopas
Investment Adviser Representative at Chestnut Street Investment Counsel, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Beth Ann Vulopas is an investment adviser representative with Chestnut Street Investment Counsel, LLC in Lancaster, PA, where they have been registered since 2020. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Financial Advisory Services, LLC and Atwater Malick. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Atwater MalickMar 2019 – Jul 2019Lancaster, PA
- Wheatland AdvisorsSep 1998 – Mar 2019Lancaster, PA
- Vulopas & Associates Daily Money ManagementSep 2012 – Mar 2019Lancaster, PA
- Financial Advisory Services, LLCSep 2019 – Jul 2020Hanover, PA
- Chestnut Street Investment Counsel, LLCJul 2020 – no end date reportedLancaster, PA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Chestnut Street Investment Counsel, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lancaster, PA
- SEC file number:
- 801-132055
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 30, 2026
View full firm profileOther advisors at Chestnut Street Investment Counsel, LLC
2 other advisors in the directory
Similar advisors in Lancaster, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beth Ann Vulopas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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