Unclaimed Profile

Adam Dean Checchi

CHECCHI CAPITAL ADVISERS, LLC·BEVERLY HILLS, California

Series 6, Series 7, Series 65Clean record19 years registeredCHECCHI CAPITAL ADVISERS, LLC

9720 WILSHIRE BLVD, BEVERLY HILLS, CA 90212CRD# 4697959Firm CRD# 143478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Dean Checchi · BEVERLY HILLS, CA

Registration

CRD #4697959 · CHECCHI CAPITAL ADVISERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CHECCHI CAPITAL ADVISERS, LLC

May 2007 – present

CHECCHI CAPITAL FUND ADVISERS, LLC

Dec 2012 – Sep 2021

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 65

Registration record

First registered · May 21, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHECCHI CAPITAL ADVISERS, LLC

CRD 143478 · SEC 801-67727

AUM

$1.9B

Regulatory assets under management

Employees

1,012 client accounts

Services offered by CHECCHI CAPITAL ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CHECCHI CAPITAL ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Dean Checchi offer?

Adam Dean Checchi specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Adam Dean Checchi's credentials?

Adam Dean Checchi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Dean Checchi located?

Adam Dean Checchi is based in BEVERLY HILLS, California, working with CHECCHI CAPITAL ADVISERS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Adam Dean Checchi charge for services?

Adam Dean Checchi's firm is compensated through percentage of aum, other: minimum account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHECCHI CAPITAL ADVISERS, LLC?

CHECCHI CAPITAL ADVISERS, LLC has approximately 25 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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