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Ryan Adam Berman

Chesapeake Asset Management LLC

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About Ryan Adam Berman

Ryan Berman is a registered Investment Advisor Representative with Chesapeake Asset Management LLC based in New York, NY. Ryan has been in the industry since March 2013. Ryan has a Series 66 license and has passed the SIE and Series 7 exams. Ryan is also registered to conduct investment advisory business in Florida, New York, and Texas. Ryan's previous experience includes working at Morgan Stanley. Chesapeake Asset Management LLC specializes in providing investment advisory services to individuals, corporations, charitable organizations, and pooled investment vehicles.

Firm Information

Ryan Berman 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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Ryan Berman’s Registration & Firm History

NY

04/25/2022 - Present

Chesapeake Asset Management LLC (NEW YORK NY)

NY

03/27/2013 - 08/11/2017

MORGAN STANLEY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Adam Berman.
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