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CB

Chester C. Burley

DRAGONFLY CAPITAL PARTNERS
MT PLEASANT, SC 29464
CRD#: 2351247
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CB
Chester Charles Burley IVDRAGONFLY CAPITAL PARTNERS

Professional summary

Chester Charles Burley IV, who also goes by Chip Burley, is a registered financial professional currently at DRAGONFLY CAPITAL PARTNERS, LLC located in Mt Pleasant, South Carolina.

Chester is registered as a RR (Registered Representative) and started their career in finance in 1993. Chester has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Chip Burley

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) - BD

Click below to view Chester Charles Burley IV'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

September 18, 2023 - Present

DRAGONFLY CAPITAL PARTNERS, LLC

Office #1: 694 Pawley Rd Suite 101, Mt Pleasant, SC 29464
BD
CRD#: 125199
MT PLEASANT, SC
Past

October 21, 2016 - September 5, 2023

FIRST DOMINION CAPITAL CORP.

BD
CRD#: 16330
RICHMOND, VA
Past

October 13, 2010 - October 21, 2016

MATRIX CAPITAL GROUP, INC.

BD
CRD#: 33364
NEW YORK, NY
Past

March 4, 2008 - March 17, 2009

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

July 29, 2004 - February 17, 2006

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
NEW YORK, NY
Past

July 1, 1998 - May 11, 2004

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

August 30, 1993 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
South Carolina
(9/18/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 12/22/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/8/1993
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

DC
DRAGONFLY CAPITAL PARTNERS, LLC
DRAGONFLY CAPITAL PARTNERS, LLC

CRD#: 125199 / SEC#: , 8-65772

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
694 Pawley Rd Suite 101, Mt Pleasant, SC 29464
Mailing Address
694 Pawley Rd Suite 101, Mt Pleasant, SC 29464
Phone number
(704) 488-7712
Established
North Carolina since 08/17/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DRAGONFLY CAPITAL MANAGEMENT COMPANY, LLCSHAREHOLDER
MILLEN, DONALD WOFFORD JRMANAGER, DP, CSO, FINOP, CCO3109616
USHER, RENE MATTHEWSMANAGER, REGISTERED PRINCIPAL, ASO2433659

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

DRAGONFLY CAPITAL PARTNERS, LLC

CRD#: 125199Mt Pleasant, SC 29464

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