Chesapeake Investment Group

Chesapeake Investment Group (CRD# 108039) is a financial advisory firm headquartered in Williamsburg, VA. They manage $143,939,023 in 363 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $396,526
Compensation Options
  • A percentage of assets under your management
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
  • Educational seminars/workshops
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, TX, VA

Financial Advisors at Chesapeake Investment Group
Showing 1 - 3 of 3 top financial advisors.
1
Gertrude M. Quinto
CRD#: 2642222
4804 Courthouse St Suite 2a, Williamsburg, VA 23188
96
Wealthminder
score

Gertrude Quinto (CRD# 2642222) is an Investment Advisor Representative working at Chesapeake Investment Group in Williamsburg, VA and has over 19 years of experience in the finance industry.

2
Richard L. Ware
CRD#: 1176618
4804 Courthouse St Suite 2a, Williamsburg, VA 23188
96
Wealthminder
score

Richard Ware (CRD# 1176618) is an Investment Advisor Representative working at Chesapeake Investment Group in Williamsburg, VA and has over 17 years of experience in the finance industry.

3
Glenn F. Verity
CRD#: 6283003
4804 Courthouse St., Suite 1a, Williamsburg, VA 23188
90
Wealthminder
score

Glenn Verity (CRD# 6283003) is an Investment Advisor Representative working at Chesapeake Investment Group in Williamsburg, VA and has 1 year of experience in the finance industry. Glenn Verity has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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