Chesapeake Asset Management LLC

Chesapeake Asset Management LLC (CRD# 108994) is a financial advisory firm headquartered in New York, NY. They manage $658,023,341 in 155 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    658
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $4,245,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, CT, FL, ID, MA, MD, NC, NJ, NY, PA, TX, VA

Financial Advisors at Chesapeake Asset Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Ryan A. Berman
CRD#: 5560278
630 Fifth Avenue, Suite 2310, New York, NY 10111

Ryan Berman (CRD# 5560278) is an Investment Advisor Representative working at Chesapeake Asset Management LLC in New York, NY and has over 10 years of experience in the finance industry.

2
Sherrill L. Blalock
CRD#: 23044
One Rockefeller Plaza, Suite 1210, New York, NY 10020

Sherrill Blalock (CRD# 23044) is an Investment Advisor Representative working at Chesapeake Asset Management LLC in New York, NY and has over 41 years of experience in the finance industry.

3
Jonathan L. Smith
CRD#: 428113
One Rockefeller Plaza, Suite 1210, New York, NY 10020

Jonathan Smith (CRD# 428113) is an Investment Advisor Representative working at Chesapeake Asset Management LLC in New York, NY and has 1 year of experience in the finance industry.

4
Gerasimos J. Efthimiatos
CRD#: 6811794
630 Fifth Avenue, Suite 2310, New York, NY 10111

Gerasimos Efthimiatos (CRD# 6811794) is an Investment Advisor Representative working at Chesapeake Asset Management LLC in New York, NY and has 1 year of experience in the finance industry.

5
Alex G. Goldstein
CRD#: 6944442
1200 N Federal Highway, Suite 200, Boca Raton, FL 33432

Alex Goldstein (CRD# 6944442) is an Investment Advisor Representative working at Chesapeake Asset Management LLC in Boca Raton, FL and has over 4 years of experience in the finance industry.

6
Adam G. McBride
CRD#: 4875657
630 Fifth Avenue, Suite 2310, New York, NY 10111

Adam McBride (CRD# 4875657) is an Investment Advisor Representative working at Chesapeake Asset Management LLC in New York, NY and has over 18 years of experience in the finance industry.

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