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Adam Gregory McBride

Chesapeake Asset Management LLC

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About Adam Gregory McBride

Adam McBride is a financial advisor with over 15 years of experience in the financial services industry. Adam McBride is currently registered with Chesapeake Asset Management LLC. Previously, Adam McBride was employed by Columbia Management Distributors, Inc. and UBS Financial Services Inc. Adam McBride holds a Series 7 and Series 66 license and has earned the designation of Chartered Financial Analyst. Adam McBride specializes in providing portfolio management services to individuals, businesses, and pooled investment vehicles. Adam McBride has a long and successful history of providing financial advice to clients and is committed to helping clients achieve their financial goals.

Firm Information

Adam McBride is currently registered with Chesapeake Asset Management LLC. Chesapeake Asset Management LLC is a New York-based investment advisor with approximately $658 million in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and charitable organizations. They also offer selection of other advisors.
Chesapeake Asset Management LLC

630 FIFTH AVENUE

NEW YORK, NY 10111

$658.02M

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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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam McBride’s Registration & Firm History

NY

09/14/2022 - Present

Chesapeake Asset Management LLC (NEW YORK NY)

NY

11/08/2006 - 06/27/2008

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (NEW YORK NY)

NY

02/18/2005 - 11/21/2006

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Gregory McBride.
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