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Scott Ernest Beck

Chesapeake Investment Management LLC

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About Scott Ernest Beck

Scott Ernest Beck is a registered investment advisor with Chesapeake Investment Management LLC, based in McLean, Virginia. Scott has been in the financial services industry since 1981, previously working at MAP Securities, Inc., USALLIANZ Securities, Inc., and Johnston, Lemon & Co. Incorporated. Scott holds Series 7, 15, 63 and 65 licenses, and provides portfolio management services to individuals, and has a strong focus on working with high-net-worth individuals and charitable organizations. Scott is also a principal at Washington Financial Planners, LLC, a financial planning company.

Firm Information

Scott Beck is currently registered with Chesapeake Investment Management LLC. Chesapeake Investment Management LLC is a registered investment advisor located in McLean, VA. They manage approximately $160 million in assets for 150 clients, primarily high-net-worth individuals and charitable organizations. They provide portfolio management for individuals. Their website is HTTP://WWW.CHESAPEAKEIM.COM.
Chesapeake Investment Management LLC

1501 FARM CREDIT DR.

MCLEAN, VA 22102

$160.00M

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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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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Scott Beck’s Registration & Firm History

VA

01/06/2010 - Present

Chesapeake Investment Management LLC (MCLEAN VA)

MD

06/04/2001 - 04/06/2011

MAP SECURITIES, INC. (ROCKVILLE MD)

MN

04/08/1998 - 02/16/2001

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

DC

10/23/1981 - 02/23/1998

JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)

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Licenses & Designations

IA

Issued 11/02/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 10/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Ernest Beck.
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