Checchi Capital Advisers, LLC

Checchi Capital Advisers, LLC (CRD# 143478) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $1,898,817,801 in 1,012 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

http://www.checchicapital.com

By the Numbers

Total Assets Under Management

1,899

MILLION
Total Number of Accounts

1,012

ACCOUNTS
Average Account Value

$1,876,302

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, FL, NE, NY, TX

Financial Advisors at Checchi Capital Advisers, LLC

Showing 1 - 8 of 8 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 17 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 16 years of experience in the finance industry.

3

Robert B. Robinson

CRD#: 6386867

9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

Robert Robinson (CRD# 6386867) 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.

4

Robert D. Bodner

CRD#: 7589901

9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

Robert Bodner (CRD# 7589901) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.

5

CRD#: 7798417

9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

Kevin Kiely (CRD# 7798417) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.

6

CRD#: 6988233

9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

Luca Pasquini (CRD# 6988233) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.

7

Kim M. Petersen

CRD#: 2766276

9720 Wilshire Blvd, Suite 400, Beverly Hills, CA 90212

Kim Petersen (CRD# 2766276) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 23 years of experience in the finance industry.

8

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 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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