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Reed William McCue

Chequers Financial Management LLC

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About Reed William McCue

Reed William McCue is a financial advisor registered with the state of California. Reed William McCue is associated with Chequers Financial Management LLC. Reed William McCue specializes in portfolio management for individuals and businesses, and provides highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients. Reed William McCue is also a registered investment advisor with the state of California, and has been in the industry since 2015. Reed William McCue passed the Uniform Investment Adviser Law Examination in August 2015.

Firm Information

Reed McCue is currently registered with Chequers Financial Management LLC. Chequers Financial Management LLC is a San Francisco, California-based investment advisory firm that provides highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting services to ultra high net worth clients. They manage $1.01 billion in assets, with a focus on portfolio management for individuals and businesses, as well as selection of other advisors.
Chequers Financial Management LLC

434 JACKSON STREET

SAN FRANCISCO, CA 94111

$1.01B

Assets Under Management

73

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients

Highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients

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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Reed McCue’s Registration & Firm History

CA

01/01/2025 - Present

Chequers Financial Management LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 08/14/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reed William McCue.
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