Chester H. Wortham
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
ELLICOTT CITY, MD
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CRD#: 4278142
Professional summary
Chester H Wortham III, CFP®, who also goes by Chester Hopes Wortham III, Chester Hopes Wortham, Chester Hopes Wortham III, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ellicott City, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Bethesda, Maryland.
Chester is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Chester has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Working with Fidelity provides you access to our trusted brand, our industry leading technology, our cost efficient investment platform and the ability to work closely with me and my team. I will assist you with a wealth management strategy that leverages my 22 years of working with High Net Worth clients to help you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chester Hopes Wortham Iii | Chester Hopes Wortham | Chester Hopes Wortham Iii
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.
OBA-18455|OrgNmn:Worth More Securities|Org Addr:Ellicott C,Maryland,US|OBA Nature:To make income through trading|Invst Rel:Y|Title:Joint owner|Duties:Trade securities on a periodic basis in accordance with Fidelity's trading guidlines.|StrtDt:04-01-21|TotHrs/mon:10|TrdHrs/mon:5|OBA-10055|OrgNmn:Worth More Real Estate LLC|Org Addr:Columbia,Maryland,US|OBA Nature:Real estate for the purpose of|Invst Rel:Y|Title:Partner|Duties:evaluate properties for purchase, landlord duties|StrtDt:07-15-16|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Chester H Wortham III'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®
Education
University of Maryland Eastern Shore
Bachelor of Science (BS) - Agribusiness
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7501 Wisconsin Ave Suite 1340, Bethesda, MD 20814RIA
CRD#: 104555
ELLICOTT CITY, MD
Current
June 4, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7501 Wisconsin Avenue Suites 150w & 700w, Bethesda, MD 20814BD
CRD#: 7784
Bethesda, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BETHESDA, MD
Past
June 28, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BETHESDA, MD
Past
November 17, 2008 - May 7, 2013
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BALTIMORE, MD
Past
November 3, 2008 - May 7, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BALTIMORE, MD
Past
May 4, 2007 - November 17, 2008
LIBERTY LIFE SECURITIES LLC
BD
CRD#: 47737
COLUMBIA, MD
Past
February 18, 2004 - November 22, 2006
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
COLUMBIA, MD
Past
November 6, 2003 - November 22, 2006
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
COLUMBIA, MD
Past
March 22, 2002 - October 15, 2003
WADDELL & REED
RIA
CRD#: 866
OWINGS MILLS, MD
Past
March 6, 2002 - October 15, 2003
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
November 14, 2000 - January 22, 2002
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
Alabama(1/9/2023)
RR
Alaska(1/9/2023)
RR
Arizona(4/27/2020)
RR
Arkansas(1/30/2023)
RR
California(8/16/2017)
RR
Colorado(8/16/2017)
RR
Connecticut(8/16/2017)
RR
Delaware(9/4/2013)
RR
District of Columbia(6/4/2013)
RR
Florida(8/30/2013)
RR
Georgia(11/12/2020)
RR
Hawaii(2/15/2023)
RR
Idaho(1/10/2023)
RR
Illinois(1/18/2023)
RR
Iowa(1/9/2023)
RR
Kansas(1/9/2023)
RR
Kentucky(11/14/2016)
RR
Louisiana(1/9/2023)
RR
Maine(1/9/2023)
RR
Maryland(6/4/2013)
IAR
Maryland(3/31/2025)
RR
Massachusetts(11/25/2014)
RR
Michigan(7/10/2014)
RR
Minnesota(11/15/2016)
RR
Mississippi(1/8/2023)
RR
Missouri(1/9/2023)
RR
Montana(1/9/2023)
RR
Nebraska(1/23/2023)
RR
Nevada(5/1/2017)
RR
New Hampshire(1/11/2023)
RR
New Jersey(7/19/2013)
RR
New Mexico(8/16/2017)
RR
New York(2/14/2017)
RR
North Carolina(3/18/2014)
RR
North Dakota(1/12/2023)
RR
Ohio(8/16/2017)
RR
Oklahoma(1/18/2023)
RR
Oregon(4/24/2020)
RR
Pennsylvania(9/3/2013)
RR
Puerto Rico(1/24/2023)
RR
Rhode Island(9/9/2021)
RR
South Carolina(5/31/2016)
RR
South Dakota(1/11/2023)
RR
Tennessee(4/24/2020)
RR
Texas(1/9/2023)
IAR
Texas(3/31/2025)
RR
Utah(1/10/2023)
RR
Vermont(1/9/2023)
RR
Virgin Islands(1/9/2023)
RR
Virginia(6/4/2013)
RR
Washington(8/21/2017)
RR
West Virginia(9/6/2013)
RR
Wisconsin(4/24/2020)
RR
Wyoming(1/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Ellicott City, MDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
