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Adam D. Checchi
CHECCHI CAPITAL ADVISERS
Beverly Hills, CA 90212
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CRD#: 4697959
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Professional summary
Adam Dean Checchi, who also goes by Adam D. Checchi, Adam Dean Checchi Mr., is a registered financial advisor currently at CHECCHI CAPITAL ADVISERS, LLC located in Beverly Hills, California.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Adam has worked at 4 firms and has passed the Series 65, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam D. Checchi | Adam Dean Checchi Mr.
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.
1) CHECCHI CAPITAL, LLC. THIS BUSINESS IS INVESTMENT RELATED. THE ADDRESS IS 1007 COVE WAY, BEVERLY HILLS, CA 90210. THE NATURE OF THE BUSINESS IS FAMILY INVESTMENTS. MR. CHECCHI IS THE MANAGER. HIS START DATE WAS 04/05. MR. CHECCHI DEVOTES APPROXIMATELY 10 HRS/MONTH TO THIS BUSINESS. MR. CHECCHI'S DUTIES INVOLVE PORTFOLIO MANAGEMENT. 2) LOEB CAPITAL WEST, LLC. THIS BUSINESS IS INVESTMENT RELATED. THE ADDRESS IS 10295 CRESTA DRIVE, LOS ANGELES, CA 90064. THE NATURE OF THE BUSINESS IS PRIVATE INVESTMENTS. MR. CHECCHI OWNS AND IS THE MANAGER. HIS START DATE WAS 03/01/06. HE DEVOTES LESS THAN 1 HOUR/MONTH TO THIS BUSINESS. 3) CANAL CAPITAL PARTNERS, LLC. IT IS INVESTMENT RELATED. THE ADDRESS IS 1007 COVE WAY, BEVERLY HILLS, CA 90210. THE NATURE OF THIS BUSINESS IS PRIVATE INVESTMENTS. MR. CHECCHI IS THE MANAGER. HIS START DATE WAS 02/14/06. MR. CHECCHI DEVOTES LESS THAN 1 HOUR/MONTH TO THIS BUSINESS. 4) FERGUS REINSURANCE LIMMITED. INVESTMENT RELATED. THE ADDRESS IS CONTINENTAL BUILDING, 25 CHURCH STREET, HAMILTON HM 12 BERMUDA. FERGUS RESINSURANCE LIMITED IS A BERMUDA BASED REINSURANCE COMPANY. MR. CHECCHI SERVES IN A FIDUCIARY CAPACITY AS DIRECTOR. HIS START DATE WAS 04/2018. HE DEVOTES APPROXIMATELY 10 HOURS/MONTH ON THIS ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Dean Checchi'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®
NoneExperience
Current
May 21, 2007 - Present
CHECCHI CAPITAL ADVISERS, LLC
Office #1: 9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212RIA
CRD#: 143478
Beverly Hills, CA
Past
February 12, 2013 - March 6, 2014
ARBOR COURT CAPITAL, LLC
BD
CRD#: 143839
BROADVIEW HEIGHTS, OH
Past
December 14, 2012 - September 16, 2021
CHECCHI CAPITAL FUND ADVISERS, LLC
RIA
CRD#: 165937
BEVERLY HILLS, CA
Past
September 1, 2003 - March 28, 2005
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
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".
CC
CHECCHI CAPITAL ADVISERS, LLC
CHECCHI CAPITAL ADVISERS, LLC
CRD#: 143478 / SEC#: 801-67727
RIA
Registered Investment Advisory firm - (4/17/2007 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
California(5/21/2007)
IAR
Texas(10/1/2008)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CHECCHI CAPITAL ADVISERS, LLC
CHECCHI CAPITAL ADVISERS, LLC
CRD#: 143478 / SEC#: 801-67727
RIA
Registered Investment Advisory firm - (4/17/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212
Mailing Address
Phone number
(310) 432-0010
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,198 |
| AUM (Assets Under Management) | $ 2,312,300,030 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
