Unclaimed Profile

Sheila Marie Chesney

CHESNEY AND COMPANY LLC·YEMASSEE, South Carolina

Series 63, Series 65Clean record28 years registeredCHESNEY AND COMPANY LLC

6 DAIRY FARM ROAD, YEMASSEE, SC 29945CRD# 2933178Firm CRD# 130644

Profile Verification

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

Identity

Sheila Marie Chesney · YEMASSEE, SC

Registration

CRD #2933178 · CHESNEY AND COMPANY LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHESNEY AND COMPANY LLC

CHESNEY & COMPANY

Apr 1998 – Nov 2021

SHELDON, SC

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · April 8, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHESNEY AND COMPANY LLC

CRD 130644 · SEC 801-66704

AUM

$40M

Regulatory assets under management

Employees

173 client accounts

Services offered by CHESNEY AND COMPANY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CHESNEY AND COMPANY LLC →

Introduction

Speak with Sheila

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

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

Looking for a financial advisor in YEMASSEE?

Browse all registered financial advisors in YEMASSEE, South Carolina or claim this profile if it's yours.

Browse YEMASSEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sheila Marie Chesney offer?

Sheila Marie Chesney specializes in Financial Planning, Investment Management, Retirement Planning.

What are Sheila Marie Chesney's credentials?

Sheila Marie Chesney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheila Marie Chesney located?

Sheila Marie Chesney is based in YEMASSEE, South Carolina, last registered with CHESNEY AND COMPANY LLC.

How does Sheila Marie Chesney charge for services?

Sheila Marie Chesney's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESNEY AND COMPANY LLC?

CHESNEY AND COMPANY LLC has approximately 1 employees and manages $40M 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 →

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in South Carolina

GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)

City Guides

GREENVILLE Guide CHARLESTON Guide COLUMBIA Guide FORT MILL Guide MOUNT PLEASANT Guide

Research

Advisor Fees in South Carolina National Fee Analysis

Request removal of this profile