Maedi T. Carney

CHESAPEAKE INVESTMENT MANAGEMENT

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CRD#: 4629591

Professional summary

Maedi Tanham Carney, CFP® is a registered financial advisor currently at CHESAPEAKE INVESTMENT MANAGEMENT LLC .

Maedi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Maedi has worked at 2 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maedi Tanham Carney'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: 1992

Experience

Current

January 6, 2010 - Present

CHESAPEAKE INVESTMENT MANAGEMENT LLC

RIA

CRD#: 119010

Past

March 3, 2009 - December 31, 2009

CHESAPEAKE INVESTMENT MANAGEMENT LLC

RIA

CRD#: 119010

MCLEAN, VA

Past

February 27, 2003 - May 18, 2007

POTOMAC FINANCIAL

RIA

CRD#: 121620

WASHINGTON, DC

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".

CHESAPEAKE INVESTMENT MANAGEMENT LLC

CRD#: 119010 / SEC#: 801-60951

RIA

Registered Investment Advisory firm - (2/21/2002 Approved)

District of Columbia

Registered Investment Advisory firm - (3/29/2012 Terminated)

Maryland

Registered Investment Advisory firm - (4/4/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

District of Columbia
(1/15/2010)

IAR

Maryland
(1/6/2010)

IAR

Virginia
(1/6/2010)

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

Current Firm

CHESAPEAKE INVESTMENT MANAGEMENT LLC

CRD#: 119010 / SEC#: 801-60951

RIA

Registered Investment Advisory firm - (2/21/2002 Approved)

District of Columbia

Registered Investment Advisory firm - (3/29/2012 Terminated)

Maryland

Registered Investment Advisory firm - (4/4/2012 Terminated)

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Contact information

Main Address

1501 Farm Credit Dr. Suite 2450, Mclean, VA 22102

Mailing Address

Phone number

(202) 821-1530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHESAPEAKE INVESTMENT MANAGEMENT LLC ADV PART 2A 2025 (3/27/2025)

CHESAPEAKE INVESTMENT MANAGEMENT LLC ADV PART 2B 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	395
AUM (Assets Under Management)	$ 206,000,000

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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Maedi T. Carney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maedi Tanham Carney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHESAPEAKE INVESTMENT MANAGEMENT LLC

CHESAPEAKE INVESTMENT MANAGEMENT LLC

POTOMAC FINANCIAL

Primary Firm SEC Registration

CHESAPEAKE INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

CHESAPEAKE INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHESAPEAKE INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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