Be advised. This firm is no longer registered.

Chesney & Company

Chesney & Company (CRD# 130644) is a financial advisory firm headquartered in Beaufort, SC. They manage $72,078,785 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 1287, Beaufort, SC 29901
http://www.chesneyandcompany.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $402,675
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
The map below shows states where this firm has explicit registration only.

GA, SC

Financial Advisors at Chesney & Company
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals