Samuel L. Mcchesney

INCLINE INVESTMENT ADVISORS

DURHAM, NC

CRD#: 7333958

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Professional summary

Samuel Lemaire Mcchesney, who also goes by Samuel L Mcchesney, is a registered financial advisor currently at INCLINE INVESTMENT ADVISORS, LLC located in Durham, North Carolina.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Samuel has worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samuel L Mcchesney

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 Samuel Lemaire Mcchesney'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®

None

Experience

Current

February 25, 2021 - Present

INCLINE INVESTMENT ADVISORS, LLC

RIA

CRD#: 293331

DURHAM, NC

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

Nevada
(2/25/2021)

IAR

North Carolina
(2/11/2025)

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

State Security Law Exam

IAR

Series 65

Date: 1/7/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 10/16/2020

National Commodity Futures Examination

Current Firm

INCLINE INVESTMENT ADVISORS, LLC

CRD#: 293331 / SEC#:

Arizona

Registered Investment Advisory firm - (5/12/2021 Terminated)

California

Registered Investment Advisory firm - (1/2/2020 Approved)

Florida

Registered Investment Advisory firm - (7/6/2023 Approved)

Illinois

Registered Investment Advisory firm - (5/12/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (2/26/2020 Approved)

Nevada

Registered Investment Advisory firm - (5/28/2019 Approved)

North Carolina

Registered Investment Advisory firm - (2/11/2025 Approved)

Texas

Registered Investment Advisory firm - (2/7/2020 Approved)

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).

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Contact information

Main Address

920 Incline Way Suite 2d, Incline Village, NV 89451-7429

Mailing Address

Phone number

(775) 298-8161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	274
AUM (Assets Under Management)	$ 91,772,202

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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Samuel L. Mcchesney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Lemaire Mcchesney's CRS (Customer Relationship Summary).

Certified licenses

Experience

INCLINE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2021

Series 3

Date: 10/16/2020

Current Firm

INCLINE INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INCLINE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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