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Ralph William Lettieri

Chickasaw Capital Management, LLC

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About Ralph William Lettieri

Ralph William Lettieri is a financial advisor with over 30 years of experience in the industry. Ralph has worked with several firms including Goldman, Sachs & Co., Invesco Distributors, Inc., and Entrust Global Securities LLC. Ralph currently works at Chickasaw Capital Management, LLC as an Investment Advisor Representative. Ralph focuses on Portfolio Management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Ralph Lettieri is currently registered with Chickasaw Capital Management, LLC. Chickasaw Capital Management, LLC is an investment advisor based in Memphis, TN. The firm manages assets for a variety of client types, including individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. They offer portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Chickasaw Capital Management, LLC

6075 POPLAR AVE SUITE 720

MEMPHIS, TN 38119

$1.97B

Assets Under Management

Not reported

Total Clients

13

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Ralph Lettieri’s Registration & Firm History

TN

08/10/2020 - Present

Chickasaw Capital Management, LLC (MEMPHIS TN)

NY

04/18/2018 - 07/23/2020

ENTRUST GLOBAL SECURITIES LLC (NEW YORK NY)

TX

11/01/2016 - 04/05/2018

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

NY

08/14/1998 - 10/27/2016

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

02/07/1994 - 08/04/1998

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

MO

08/20/1992 - 02/01/1994

FFP SECURITIES, INC. (CHESTERFIELD MO)

OH

04/27/1992 - 08/24/1992

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 12/02/2002

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/24/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ralph William Lettieri.
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