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AC

Anne C. Chernish

ANCHOR CAPITAL MANAGEMENT
ITHACA, NY 14850
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CRD#: 1264961
AC

Professional summary


Anne Christine Chernish, who also goes by Anne C Kay, Anne Christine Kay, Anne Christine Teague, Anne Kay Teague, is a registered financial advisor currently at ANCHOR CAPITAL MANAGEMENT, LLC located in Ithaca, New York.

Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Anne has worked at 4 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Anne C Kay | Anne Christine Kay | Anne Christine Teague | Anne Kay Teague

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anne Christine Chernish's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 2, 2008 - Present

ANCHOR CAPITAL MANAGEMENT, LLC

Office #1: 315 Taughannock Boulevard, Ithaca, NY 14850
RIA
CRD#: 124600
ITHACA, NY
Past

November 17, 1986 - February 13, 1990

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

September 23, 1985 - November 20, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

May 31, 1984 - September 27, 1985

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ANCHOR CAPITAL MANAGEMENT, LLC
ANCHOR CAPITAL MANAGEMENT, LLC | CHERNISH, ANNE CHRISTINE | CHERNISH, ANNE CATHERINE | ANNE C. CHERNISH, CFP,INVESTMENT ADVISOR | ANNE C. CHERNISH, CFP, INVESTMENT ADVISOR

CRD#: 124600 / SEC#: 801-79631

RIA
Registered Investment Advisory firm - (4/21/2014 Approved)
New York
Registered Investment Advisory firm - (4/24/2014 Terminated)
Texas
Registered Investment Advisory firm - (4/24/2014 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/2/2008)

Exams


State Security Law Exam
RR
Series 63
Date: 8/28/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/1984
General Securities Principal Examination

Current Firm


AC
ANCHOR CAPITAL MANAGEMENT, LLC
ANCHOR CAPITAL MANAGEMENT, LLC | CHERNISH, ANNE CHRISTINE | CHERNISH, ANNE CATHERINE | ANNE C. CHERNISH, CFP,INVESTMENT ADVISOR | ANNE C. CHERNISH, CFP, INVESTMENT ADVISOR

CRD#: 124600 / SEC#: 801-79631

RIA
Registered Investment Advisory firm - (4/21/2014 Approved)
New York
Registered Investment Advisory firm - (4/24/2014 Terminated)
Texas
Registered Investment Advisory firm - (4/24/2014 Terminated)
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Contact information


Main Address
323 Taughannock Boulevard #8, Ithaca, NY 14850
Mailing Address
Phone number
(607) 272-0004
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM FIRM BROCHURE (2/11/2025)

Regulatory assets under management


Total Number of Accounts73
AUM (Assets Under Management)$ 50,395,603

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ANCHOR CAPITAL MANAGEMENT, LLC

CRD#: 124600Ithaca, NY 14850

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