Robert Chedester, financial advisor Stuart VA

Robert Chedester

CRD Number: 6640987
Current Firm: Sovereign Financial Group, Inc.

Robert Chedester (CRD# 6640987) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stuart, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sovereign Financial Group, Llc Dba Chedster Financial LLC Stuart, VA Jun 2023 - Current < 1
Credentialed Wealth Advisors, LLC Colorado Springs, CO Mar 2021 - Jun 2023 2
Edward Jones St Louis, MO May 2016 - Mar 2021 4
University Of Virginia Charlottesville, VA Nov 2013 - Aug 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Robert C. Chedester
Phone Number: (888) 765-8180
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    717
    MILLIONS
  • Total Number of Accounts
    2,998
    ACCOUNTS
  • Average Account Value
    $239,125
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, PA, RI, TX, UT, VA, WA

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