Checchi Capital Advisers, LLC

Checchi Capital Advisers, LLC (CRD# 143478) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $1,162,833,509 in 806 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,163
    MILLION
  • Total Number of Accounts
    806
    ACCOUNTS
  • Average Account Value
    $1,442,721
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NE, TX

Financial Advisors at Checchi Capital Advisers, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Adam D. Checchi
CRD#: 4697959
9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

Adam Checchi (CRD# 4697959) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 14 years of experience in the finance industry.

2
Kathryn D. Checchi
CRD#: 5320767
9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

Kathryn Checchi (CRD# 5320767) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 13 years of experience in the finance industry.

3
David S. Marquart
CRD#: 5221783
9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

David Marquart (CRD# 5221783) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 2 years of experience in the finance industry.

4
Haiyang Zhang
CRD#: 5568795
9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

Haiyang Zhang (CRD# 5568795) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 12 years of experience in the finance industry.

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