Chesley, Taft & Associates, LLC

Chesley, Taft & Associates, LLC (CRD# 111578) is a financial advisory firm headquartered in Chicago, IL. They manage $2,403,798,693 in 1,815 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
135 S. Lasalle Street, Suite 2900, Chicago, IL 60603
http://www.chesleytaft.com
By the Numbers
  • Total Assets Under Management
    2,404
    MILLION
  • Total Number of Accounts
    1,815
    ACCOUNTS
  • Average Account Value
    $1,324,407
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, MA, MI, MN, NC, NH, NY, TX, VA, VT, WA, WI

Financial Advisors at Chesley, Taft & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joan Giardina, financial advisor Chicago IL
Joan M. Giardina
CRD#: 4781785
135 S. Lasalle Street, Suite 2900, Chicago, IL 60603

Joan Giardina (CRD# 4781785) is an Investment Advisor Representative working at Chesley, Taft & Associates, LLC in Chicago, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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