Randy H. Packett

CHESAPEAKE CAPITAL MANAGEMENT

Belcamp, MD 21017

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CRD#: 1280634

Professional summary

Randy Howard Packett is a registered financial advisor currently at CHESAPEAKE CAPITAL MANAGEMENT, LLC located in Belcamp, Maryland.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Randy has worked at 7 firms and has passed the Series 65, Series 63, Series 22, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Chesapeake Financial Solutions, Inc. 07/2004 Licensed insurance agent recommending insurance products offered by various insurance carriers. not investment related 40hrs per week. Regalworks Media, Inc. Independent Film Studio CEO and Board Member Since 11/2022 Not Investment Related Evolved Hospitality Group Restaurant and Catering Partner Since 01/2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Howard Packett's 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

November 17, 2016 - Present

CHESAPEAKE CAPITAL MANAGEMENT, LLC

Office #1: 4692 Millennium Drive Suite 307, Belcamp, MD 21017

RIA

CRD#: 270014

Belcamp, MD

Past

January 10, 2013 - February 7, 2017

SAGEGUARD FINANCIAL GROUP, LLC

RIA

CRD#: 160266

BEL AIR, MD

Past

March 1, 2000 - December 31, 2003

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

June 18, 1999 - February 16, 2000

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

July 1, 1997 - April 28, 1999

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

January 12, 1996 - June 30, 1997

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

December 6, 1993 - September 11, 1995

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

May 16, 1985 - July 8, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

Delaware
(2/13/2019)

IAR

Florida
(2/11/2019)

IAR

Maryland
(11/17/2016)

IAR

New Jersey
(2/15/2019)

IAR

Pennsylvania
(8/11/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/4/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 3/13/1995

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 5/15/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/27/1992

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CHESAPEAKE CAPITAL MANAGEMENT, LLC

CAPITAL FINANCIAL SERVICES CORP | SILVESTRI FINANCIAL & TAX ADVISORS, INC. | MCFOLLING FINANCIAL GROUP | CHESAPEAKE CAPITAL MANAGEMENT, LLC

CRD#: 270014 / SEC#:

Delaware

Registered Investment Advisory firm - (2/8/2019 Approved)

Florida

Registered Investment Advisory firm - (2/11/2019 Approved)

Maryland

Registered Investment Advisory firm - (1/3/2017 Approved)

New Jersey

Registered Investment Advisory firm - (2/15/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/10/2017 Approved)

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Contact information

Main Address

4692 Millennium Drive Suite 307, Belcamp, MD 21017

Mailing Address

Phone number

(410) 671-2260

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	219
AUM (Assets Under Management)	$ 25,804,037

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.

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Advisor Monitoring

Firm Stability Insights

Randy H. Packett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Howard Packett's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGEGUARD FINANCIAL GROUP, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

SUNSET FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

SUNSET FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2012

Series 63

Date: 3/4/1994

Series 22

Date: 3/13/1995

Series 6

Date: 5/15/1985

Series 26

Date: 2/27/1992

Current Firm

CHESAPEAKE CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHESAPEAKE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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