Randy Packett
Randy Packett is a registered investment advisor at Chesapeake Capital Management, LLC, based in Belcamp, MD, with 30 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 176 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chesapeake Capital Management offers investment management services exclusively through wrap fee programs. Brokerage commissions and transaction costs are included in the asset-based fee charged to the client. Please refer to Appendix 1 of Part 2A: Chesapeake Capital Wrap Fee Program Brochure for fee details.
Location
4692 Millennium Drive, Suite 307, Belcamp, MD, 21017
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Regulatory History (1)
Regulatory
July 2012Other Business ActivitiesSells Insurance
Randy is a licensed insurance agent recommending insurance products, dedicating full-time hours to this activity. He is also CEO and Board Member of Regalworks Media, Inc. since 2022, and a Partner at Evolved Hospitality Group since 2024.
Employment History
Current Registrations
Chesapeake Capital Management, LLC
Previous Registrations
Sageguard Financial Group, LLC
Intersecurities, INC.Broker
Sunset Financial Services, INC.Broker
New England SecuritiesBroker
Sunset Financial Services, INC.Broker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations5 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.