Chesney & Company
Chesney & Company (CRD# 130644) is a financial advisory firm headquartered in , . They manage $82,938,995 in 237 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management83MILLION
Total Number of Accounts237ACCOUNTS
Average Account Value$349,954
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
GA, SC, TX
Sheila Chesney (CRD# 2933178) is an Investment Advisor Representative working at Chesney & Company in Sheldon, SC and has over 23 years of experience in the finance industry. Sheila Chesney 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.