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CHECCHI CAPITAL ADVISERS, LLC
CHECCHI CAPITAL ADVISERS, LLC
BEVERLY HILLS, California
·
9 registered advisors
·
CRD# 143478
SEC# 801-67727
0
310-432-0010
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Other: MINIMUM ACCOUNT FEE
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CHECCHI CAPITAL ADVISERS, LLC
9 registered advisors
Adam Dean Checchi
BEVERLY HILLS, California
CRD# 4697959
Alfred Attilio Checchi
BEVERLY HILLS, California
CRD# 5320762
Delia Tinaye Mupita
BEVERLY HILLS, California
CRD# 6776332
Haiyang Zhang
BEVERLY HILLS, California
CRD# 5568795
Kathryn Dean Checchi
BEVERLY HILLS, California
CRD# 5320767
Richard Alan Whitman
BEVERLY HILLS, California
CRD# 6116463
Robert Larry Burkett
BEVERLY HILLS, California
CRD# 5322975
Samuel Thomas Pfister
BEVERLY HILLS, California
CRD# 6463204
Walter Ronald Anderson
BEVERLY HILLS, California
CRD# 5322968
05
Office Locations
BEVERLY HILLS, California
9 advisors
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Data sourced from SEC Form ADV filings. CHECCHI CAPITAL ADVISERS, LLC (CRD# 143478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.