Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Chaney is a financial advisor with over 20 years of experience in the financial services industry. He currently works with Kovitz Investment Group Partners, LLC. William has a strong track record of success in providing financial advice to individuals, families, and institutions. He is committed to helping clients achieve their financial goals through a personalized approach. William is a registered Investment Advisor Representative in Florida, Pennsylvania, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Pittsburgh PA)
PA
05/18/2006 - 07/11/2007
BRYAN FUNDING, INC. (CANONSBURG PA)
FL
06/04/2002 - 05/12/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OH
04/30/1999 - 05/08/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
07/24/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
PA
11/18/1997 - 02/04/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
02/12/1997 - 12/12/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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