Unclaimed Profile

David Nathan Fleischer

CHICKASAW CAPITAL MANAGEMENT, LLC·MEMPHIS, Tennessee

SIE, Series 7, Series 16, Series 63, Series 66CFAClean record19 years registeredCHICKASAW CAPITAL MANAGEMENT, LLC

6075 POPLAR AVE SUITE 720, MEMPHIS, TN 38119CRD# 1013019Firm CRD# 127398

Profile Verification

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

Identity

David Nathan Fleischer · MEMPHIS, TN

Registration

CRD #1013019 · CHICKASAW CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHICKASAW CAPITAL MANAGEMENT, LLC

CHICKASAW CAPITAL MANAGEMENT, LLC

Mar 2007 – Feb 2020

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 16

Series 63

Series 66

Registration record

First registered · March 29, 2007

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHICKASAW CAPITAL MANAGEMENT, LLC

CRD 127398 · SEC 801-62121

AUM

$2.0B

Regulatory assets under management

Employees

438 client accounts

Services offered by CHICKASAW CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at CHICKASAW CAPITAL MANAGEMENT, LLC →

Introduction

Speak with David

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

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

Looking for a financial advisor in MEMPHIS?

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

Browse MEMPHIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Nathan Fleischer offer?

David Nathan Fleischer specializes in Investment Management, Retirement Planning, Wealth Management.

What are David Nathan Fleischer's credentials?

David Nathan Fleischer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Nathan Fleischer located?

David Nathan Fleischer is based in MEMPHIS, Tennessee, last registered with CHICKASAW CAPITAL MANAGEMENT, LLC.

How does David Nathan Fleischer charge for services?

David Nathan Fleischer's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHICKASAW CAPITAL MANAGEMENT, LLC?

CHICKASAW CAPITAL MANAGEMENT, LLC has approximately 19 employees and manages $2.0B 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 →