Unclaimed Profile

Liza Kate Soydan

CHESTNUT FUNDS, LLC·CHATTANOOGA, Tennessee

Clean recordCHESTNUT FUNDS, LLC

832 GEORGIA AVE., CHATTANOOGA, TN 37402CRD# 7345742Firm CRD# 309949

Profile Verification

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

Identity

Liza Kate Soydan · CHATTANOOGA, TN

Registration

CRD #7345742 · CHESTNUT FUNDS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Liza Kate Soydan is a registered financial advisor based in CHATTANOOGA, Tennessee, affiliated with CHESTNUT FUNDS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CHESTNUT FUNDS, LLC

AUM

$165M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHESTNUT FUNDS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7345742

Firm CRD# 309949

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Frequently Asked Questions

What services does Liza Kate Soydan offer?

Liza Kate Soydan specializes in Retirement Planning. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Liza Kate Soydan's credentials?

Liza Kate Soydan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Liza Kate Soydan located?

Liza Kate Soydan is based in CHATTANOOGA, Tennessee, working with CHESTNUT FUNDS, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Liza Kate Soydan charge for services?

Liza Kate Soydan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESTNUT FUNDS, LLC?

CHESTNUT FUNDS, LLC has approximately 11 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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