Thomas R. Chernesky

ROBERTSON STEPHENS

North Barrington, IL 60010

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CRD#: 1558481

Professional summary

Thomas Robert Chernesky, CFP® is a registered financial advisor currently at ROBERTSON STEPHENS located in North Barrington, Illinois.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Thomas has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.

President of CAFG Wealth Management, Inc.. CAFG Wealth Management, Inc. is a non-operating legal entity collecting payments from an installment sale of former RIA business to Robertson Stephens. Start date: October 1, 2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Robert Chernesky'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®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

October 7, 2024 - Present

ROBERTSON STEPHENS

Office #1: 110 S. Wynstone Park Dr. Unit #103, North Barrington, IL 60010

RIA

CRD#: 289977

North Barrington, IL

Past

January 15, 2013 - October 25, 2024

CAFG WEALTH MANAGEMENT, INC.

RIA

CRD#: 165901

NORTH BARRINGTON, IL

Past

April 12, 1998 - January 28, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

HAWTHORN WOODS, IL

Past

May 23, 1997 - January 28, 2013

LPL FINANCIAL LLC

CRD#: 6413

HAWTHORN WOODS, IL

Past

September 20, 1988 - May 28, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 20, 1988 - May 28, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

April 14, 1988 - February 6, 1990

FOX & HENRY, INC.

CRD#: 10210

Past

October 8, 1987 - March 4, 1988

NUVEEN SECURITIES, LLC

CRD#: 469

Past

February 24, 1987 - February 6, 1990

FOX & HENRY, INC.

CRD#: 10210

BURR RIDGE, IL

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".

ROBERTSON STEPHENS

ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA

Registered Investment Advisory firm - (10/11/2017 Approved)

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

Illinois
(10/7/2024)

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: 12/12/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/16/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/19/1997

General Securities Principal Examination

Current Firm

ROBERTSON STEPHENS

ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA

Registered Investment Advisory firm - (10/11/2017 Approved)

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Contact information

Main Address

455 Market Street Ste. 1450, San Francisco, CA 94105-2442

Mailing Address

Phone number

(415) 500-6810

Established

Firm type

Fiscal year end

# of Employees

113

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROBERTSON STEPHENS ADV PART 2A BROCHURE (6/30/2025)

Regulatory assets under management

Total Number of Accounts	7,419
AUM (Assets Under Management)	$ 7,139,384,497

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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Thomas R. Chernesky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Robert Chernesky's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAFG WEALTH MANAGEMENT, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

FOX & HENRY, INC.

NUVEEN SECURITIES, LLC

FOX & HENRY, INC.

Primary Firm SEC Registration

ROBERTSON STEPHENS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/1996

Series 63

Date: 5/16/1991

Series 7

Date: 2/21/1987

Series 24

Date: 8/19/1997

Current Firm

ROBERTSON STEPHENS

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROBERTSON STEPHENS

TRUST BUT VERIFY

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