Chequers Financial Management LLC

Chequers Financial Management LLC (CRD# 175209) is a financial advisory firm headquartered in San Francisco, CA. They manage $153,950,846 in 177 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $869,779
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, ID

Financial Advisors at Chequers Financial Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Edward J. Kearney
CRD#: 1851847
3597 East Monarch Sky Lane, Suite F-240, Meridian, ID 83646
96
Wealthminder
score

Edward Kearney (CRD# 1851847) is an Investment Advisor Representative working at Chequers Financial Management LLC in Meridian, ID and has over 29 years of experience in the finance industry.

2
Megan E. Gorman
CRD#: 4663531
847 Sansome Street, Suite 250, San Francisco, CA 94111
93
Wealthminder
score

Megan Gorman (CRD# 4663531) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

3
Stewart D. Preziose
CRD#: 5515729
201 Mission Street, 12th Floor, San Francisco, CA 94105
90
Wealthminder
score

Stewart Preziose (CRD# 5515729) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

4
Reed W. McCue
CRD#: 6647876
847 Sansome Street, Suite 250, San Francisco, CA 94111
89
Wealthminder
score

Reed McCue (CRD# 6647876) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

5
Nicole A. Tanenbaum
CRD#: 6788826
847 Sansome Street, Suite 250, San Francisco, CA 94111
87
Wealthminder
score

Nicole Tanenbaum (CRD# 6788826) is an Investment Advisor Representative working at Chequers Financial Management LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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