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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $349,954
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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.

GA, SC, TX

Financial Advisors at Chesney & Company
Showing 1 - 1 of 1 top financial advisors.
1
Sheila M. Chesney
CRD#: 2933178
Sheldon, SC

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.

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