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Raymond Edward McFolling

Chesapeake Capital Management, LLC

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About Raymond Edward McFolling

Raymond McFolling is a registered Investment Advisor Representative with Chesapeake Capital Management, LLC. Raymond has been in the financial industry for over 30 years and has held various positions at different financial firms. Raymond has worked as a registered representative, insurance sales professional, and also is the owner of Bear Ridge LLC. Raymond holds both Series 6 and Series 63 licenses, as well as a Series 65 license which he attained in 2011. Raymond is also a registered Investment Advisor Representative in Florida, where he is currently working with Chesapeake Capital Management, LLC.

Firm Information

Raymond McFolling is currently registered with Chesapeake Capital Management, LLC. Chesapeake Capital Management, LLC is an investment advisor with 4 licensed agents and 3 investment adviser representatives. They manage $25,804,037 in assets for 219 clients, primarily individuals other than high net worth and high-net-worth individuals. They offer portfolio management for individuals, and educational seminars and publication of periodicals. The firm also participates in wrap fee programs.

$25.80M

Assets Under Management

Not reported

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Raymond McFolling’s Registration & Firm History

FL

02/05/2020 - Present

Chesapeake Capital Management, LLC (APOLLO BEACH FL)

FL

09/22/2008 - 03/31/2011

AMERITAS INVESTMENT CORP. (APOLLO BEACH FL)

FL

07/14/1995 - 12/31/2007

THE O.N. EQUITY SALES COMPANY (APOLLO BEACH FL)

NY

03/09/1993 - 08/18/1995

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Edward McFolling.
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