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Todd F. Chatham

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CRD#: 7070735
TC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd F. Chatham was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 2019. Todd had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Full time attorney(official title: Vice President, Associate General Counsel for Truist Bank, 303 Peachtree Street, NE Atlanta, GA 30308. Truist Bank may be considered an investment-related business. My duties are to provide legal & regulatory advice in support of the deposit line of business of the bank. Began work in August 2016 at SunTrust Banks, Inc. Truist Bank is the successor by merger to SunTrust Banks, Inc. Approximately 150 hours per month, usually during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 19, 2019 - October 24, 2025

CHATHAM INVESTMENT COUNSEL, LLC

RIA
CRD#: 150874
Atlanta, GA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2017
Uniform Investment Adviser Law Examination

Current Firm

CI
CHATHAM INVESTMENT COUNSEL, LLC
CHATHAM ASSET MANAGEMENT, LLC | CHATHAM JR., HENRY E. | CHATHAM INVESTMENT COUNSEL, LLC

CRD#: 150874 / SEC#:

Mississippi
Registered Investment Advisory firm - (10/24/2025 Termination Requested)
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Contact information

Main Address
6311 Ridgewood Road Suite W-403, Jackson, MS 39211
Mailing Address
Phone number
(601) 899-4404
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts21
AUM (Assets Under Management)$ 28,480,371

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

CHATHAM INVESTMENT COUNSEL, LLC

CRD#: 150874

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