Checchi Capital Advisers, LLC

Checchi Capital Advisers, LLC (CRD# 143478) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $541,346,127 in 167 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    541
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $3,241,594
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development 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 - 6 of 6 top financial advisors.
1
Adam D. Checchi
CRD#: 4697959
190 N. Canon Drive, Suite 402, Beverly Hills, CA 90210
93
Wealthminder
score

Adam Checchi (CRD# 4697959) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 10 years of experience in the finance industry.

2
Kathryn D. Checchi
CRD#: 5320767
190 N. Canon Drive, Suite 402, Beverly Hills, CA 90210
93
Wealthminder
score

Kathryn Checchi (CRD# 5320767) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 9 years of experience in the finance industry.

3
Bradley D. Gayheart
CRD#: 3066450
6710 Professional Parkway West, Suite 327, Sarasota, FL 34240
93
Wealthminder
score

Bradley Gayheart (CRD# 3066450) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Sarasota, FL and has over 8 years of experience in the finance industry.

4
Michael D. Ross
CRD#: 5804417
190 N. Canon Drive, Suite 402, Beverly Hills, CA 90210
93
Wealthminder
score

Michael Ross (CRD# 5804417) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 7 years of experience in the finance industry.

5
Daniel W. Seo
CRD#: 4240323
190 N. Canon Drive, Suite 402, Beverly Hills, CA 90210
93
Wealthminder
score

Daniel Seo (CRD# 4240323) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 8 years of experience in the finance industry.

6
Kristin G. Thabit
CRD#: 6302221
190 N. Canon Drive, Suite 402, Beverly Hills, CA 90210
90
Wealthminder
score

Kristin Thabit (CRD# 6302221) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.