Chesapeake Asset Management LLC

Chesapeake Asset Management LLC (CRD# 108994) is a financial advisory firm headquartered in New York, NY. They manage $835,665,703 in 267 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    836
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $3,129,834
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
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.

AR, CA, CO, CT, FL, ID, MD, NC, NJ, NY, OH, PA, TX, VA, VT, WI

Financial Advisors at Chesapeake Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sherrill L. Blalock
CRD#: 23044
One Rockefeller Plaza, Suite 1210, New York, NY 10020
93
Wealthminder
score

Sherrill Blalock (CRD# 23044) is an Investment Advisor Representative working at Chesapeake Asset Management LLC in New York, NY and has over 34 years of experience in the finance industry.

2
Jonathan L. Smith
CRD#: 428113
One Rockefeller Plaza, Suite 1210, New York, NY 10020
87
Wealthminder
score

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.

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