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Liza Kate Soydan

CHESTNUT FUNDS, LLC·CHATTANOOGA, Tennessee
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832 GEORGIA AVE., CHATTANOOGA, TN 37402CRD# 7345742Firm CRD# 309949
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CHESTNUT FUNDS, LLC
CHESTNUT FUNDS, LLC
AUM
$165M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CHESTNUT FUNDS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7345742
Firm CRD# 309949
No disclosures on file
View on FINRA BrokerCheck →

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05

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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John Steen Watson — CHESTNUT FUNDS, LLCMarc Robert Butler — PRONVEST, INC.Tague Robert Goodhue — PANTHEON INVESTMENT LLCTodd Edward Phillips — WEALTH PRESERVATION ADVISORS, LLCWilliam Thorpe Mckenzie — POINTER MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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