Walter Chesney
Walter Chesney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5495 Bryson Drive, Suite 421, Naples, FL, 34109
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1989Other Business Activities
Walter is an officer and president of Chesney Sullivan Wealth Advisors, dedicating about half of his time to investment selection and wealth management services. He also spends minimal time as an independent contractor for FINRA and as an officer of Stonegate Asset Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.