Unclaimed Profile

Linda Ann Mundy

CHESAPEAKE ASSET MANAGEMENT CO INC·GAITHERSBURG, Maryland

Series 7, Series 63Clean record23 years registeredCHESAPEAKE ASSET MANAGEMENT CO INC

18310 MONTGOMERY VILLAGE AVENUE, GAITHERSBURG, MD 20879CRD# 1834698Firm CRD# 107176

Profile Verification

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

Identity

Linda Ann Mundy · GAITHERSBURG, MD

Registration

CRD #1834698 · CHESAPEAKE ASSET MANAGEMENT CO INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHESAPEAKE ASSET MANAGEMENT CO INC

SAX WEALTH ADVISORS, LLC

Feb 2025 – Feb 2026

GAITHERSBURG, MD

CHESAPEAKE ASSET MANAGEMENT CO INC

Jan 2003 – May 2025

GAITHERSBURG, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHESAPEAKE ASSET MANAGEMENT CO INC

CRD 107176 · SEC 801-48543

AUM

$57M

Regulatory assets under management

Employees

42 client accounts

Services offered by CHESAPEAKE ASSET MANAGEMENT CO INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHESAPEAKE ASSET MANAGEMENT CO INC →

Introduction

Speak with Linda

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Linda is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GAITHERSBURG?

Browse all registered financial advisors in GAITHERSBURG, Maryland or claim this profile if it's yours.

Browse GAITHERSBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Linda Ann Mundy offer?

Linda Ann Mundy specializes in Financial Planning, Investment Management, Wealth Management.

What are Linda Ann Mundy's credentials?

Linda Ann Mundy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda Ann Mundy located?

Linda Ann Mundy is based in GAITHERSBURG, Maryland, last registered with CHESAPEAKE ASSET MANAGEMENT CO INC.

How does Linda Ann Mundy charge for services?

Linda Ann Mundy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESAPEAKE ASSET MANAGEMENT CO INC?

CHESAPEAKE ASSET MANAGEMENT CO INC has approximately 1 employees and manages $57M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →