Unclaimed Profile

Richard Alan Whitman

CHECCHI CAPITAL ADVISERS, LLC·BEVERLY HILLS, California

Clean recordCHECCHI CAPITAL ADVISERS, LLC

9720 WILSHIRE BLVD, BEVERLY HILLS, CA 90212CRD# 6116463Firm CRD# 143478

Profile Verification

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

Identity

Richard Alan Whitman · BEVERLY HILLS, CA

Registration

CRD #6116463 · CHECCHI CAPITAL ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Alan Whitman is a registered financial advisor based in BEVERLY HILLS, California, affiliated with CHECCHI CAPITAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CHECCHI CAPITAL ADVISERS, LLC

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHECCHI CAPITAL ADVISERS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: MINIMUM ACCOUNT FEE

Regulatory

SEC/IARD CRD# 6116463

Firm CRD# 143478

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Alan Whitman offer?

Richard Alan Whitman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Richard Alan Whitman's credentials?

Richard Alan Whitman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Alan Whitman located?

Richard Alan Whitman 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 Richard Alan Whitman charge for services?

Richard Alan Whitman'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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