Anne Chernish, financial advisor Ithaca NY
96 score

Anne Chernish

CRD Number: 1264961
Current Firm: Anchor Capital Management, LLC

Anne Chernish (CRD# 1264961) is an Investment Advisor Representative working at Anchor Capital Management, LLC in Ithaca, NY and has over 32 years of experience in the finance industry. Anne Chernish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Anchor Capital Management, LLC Ithaca, NY Aug 2007 - Current 9
Anne C. Chernish, Cfp, Investment Advisor Ithaca, NY Jan 1983 - Dec 2007 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Anne C. Chernish
Phone Number: 607.272.0004
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $424,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

NY, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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