Unclaimed Profile

Susan E Chesson

FOCUS WEALTH MANAGEMENT, LTD.·FAIRFAX, Virginia

Series 7, Series 65Clean record14 years registeredFOCUS WEALTH MANAGEMENT, LTD.

11325 RANDOM HILLS ROAD, FAIRFAX, VA 22030CRD# 4634753Firm CRD# 116836

Profile Verification

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

Identity

Susan E Chesson · FAIRFAX, VA

Registration

CRD #4634753 · FOCUS WEALTH MANAGEMENT, LTD. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOCUS WEALTH MANAGEMENT, LTD.

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – Apr 2026

FAIRFAX, VA

BUCKINGHAM STRATEGIC WEALTH, LLC

Aug 2017 – Jul 2024

MIDDLEBURG, VA

FOCUS WEALTH MANAGEMENT, LTD.

Jan 2012 – Aug 2017

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · January 20, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOCUS WEALTH MANAGEMENT, LTD.

CRD 116836 · SEC 801-61846

AUM

$295M

Regulatory assets under management

Employees

607 client accounts

Services offered by FOCUS WEALTH MANAGEMENT, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOCUS WEALTH MANAGEMENT, LTD. →

Introduction

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Frequently Asked Questions

What services does Susan E Chesson offer?

Susan E Chesson specializes in Financial Planning, Investment Management.

What are Susan E Chesson's credentials?

Susan E Chesson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan E Chesson located?

Susan E Chesson is based in FAIRFAX, Virginia, last registered with FOCUS WEALTH MANAGEMENT, LTD..

How does Susan E Chesson charge for services?

Susan E Chesson'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 FOCUS WEALTH MANAGEMENT, LTD.?

FOCUS WEALTH MANAGEMENT, LTD. has approximately 8 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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