Chesapeake Financial Advisors

Chesapeake Financial Advisors (CRD# 120139) is a financial advisory firm headquartered in Towson, MD. They manage $68,000,000 in 641 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    641
    ACCOUNTS
  • Average Account Value
    $106,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, MD, PA, TX, VA

Financial Advisors at Chesapeake Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Timothy N. Mudd
CRD#: 2521026
401 Washington Avenue, Suite 1202, Towson, MD 21204
93
Wealthminder
score

Timothy Mudd (CRD# 2521026) is an Investment Advisor Representative working at Chesapeake Financial Advisors in Towson, MD and has over 22 years of experience in the finance industry.

2
Thomas J. Taylor
CRD#: 2758307
401 Washington Avenue, Suite 1202, Towson, MD 21204
93
Wealthminder
score

Thomas Taylor (CRD# 2758307) is an Investment Advisor Representative working at Chesapeake Financial Advisors in Towson, MD and has over 18 years of experience in the finance industry.

3
Craig L. Pohl
CRD#: 6340619
401 Washington Ave, Suite 1202, Towson, MD 21204
89
Wealthminder
score

Craig Pohl (CRD# 6340619) is an Investment Advisor Representative working at Chesapeake Financial Advisors in Towson, MD and has over 2 years of experience in the finance industry.

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