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CHESAPEAKE FINANCIAL GROUP INC
CHESAPEAKE FINANCIAL GROUP INC
CHESAPEAKE WEALTH MANAGEMENT
WILLIAMSBURG, Virginia
·
6 registered advisors
·
CRD# 108039
SEC# 801-64765
757-253-9088
01
Firm Overview
AUM
$84M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CHESAPEAKE FINANCIAL GROUP INC
6 registered advisors
Daniel Joseph Johnedis
WILLIAMSBURG, Virginia
CRD# 2107074
David Wayne Homard
WILLIAMSBURG, Virginia
CRD# 2355385
Gertrude Margaret Quinto
WILLIAMSBURG, Virginia
ChFC
CRD# 2642222
John Mark Monroe
WILLIAMSBURG, Virginia
CRD# 2003487
Richard Lee Ware
WILLIAMSBURG, Virginia
CRD# 1176618
Stefanie Cecile Boykin
WILLIAMSBURG, Virginia
CRD# 4931351
05
Office Locations
WILLIAMSBURG, Virginia
6 advisors
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Data sourced from SEC Form ADV filings. CHESAPEAKE FINANCIAL GROUP INC (CRD# 108039) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.