Chesley, Taft & Associates, LLC

Chesley, Taft & Associates, LLC (CRD# 111578) is a financial advisory firm headquartered in Chicago, IL. They manage $1,439,036,490 in 1,407 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,439
    MILLION
  • Total Number of Accounts
    1,407
    ACCOUNTS
  • Average Account Value
    $1,022,769
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
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.

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

Financial Advisors at Chesley, Taft & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joan M. Giardina
CRD#: 4781785
135 S. Lasalle Street, Suite 2900, Chicago, IL 60603
87
Wealthminder
score

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.

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