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Adam Dean Checchi

Checchi Capital Advisers, LLC

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About Adam Dean Checchi

Adam Checchi is a financial advisor associated with Checchi Capital Advisers, LLC based in Beverly Hills, CA. Adam has been in the industry since 2003 and holds a Series 6, Series 7 and Series 65 license. Adam has experience in portfolio management for individuals and businesses.

Firm Information

Adam Checchi is currently registered with Checchi Capital Advisers, LLC. Checchi Capital Advisers, LLC is a Beverly Hills, CA-based investment advisor with approximately $1.9 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They serve a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, other investment advisors, and corporations.
Checchi Capital Advisers, LLC

9720 WILSHIRE BLVD

BEVERLY HILLS, CA 90212

$1.90B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum account fee

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Adam Checchi’s Registration & Firm History

CA

10/01/2008 - Present

Checchi Capital Advisers, LLC (BEVERLY HILLS CA)

OH

02/12/2013 - 03/06/2014

ARBOR COURT CAPITAL, LLC (BROADVIEW HEIGHTS OH)

NY

09/01/2003 - 03/28/2005

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/21/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Dean Checchi.
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