WR
Wesley S. Reed
CHESAPEAKE INVESTMENT MANAGEMENT LLC
Mclean, VA 22102
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CRD#: 7889323
WR
Professional summary
Wesley Shaffer Reed, who also goes by Wes Shaffer Reed, is a registered financial advisor currently at CHESAPEAKE INVESTMENT MANAGEMENT LLC located in Mclean, Virginia.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Wesley has worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wes Shaffer Reed
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.
oFlorida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Arlington, VA. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Arlington, VA. Nature of Business: Fixed Insurance Sales. 03/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Shaffer Reed'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
February 11, 2025 - Present
CHESAPEAKE INVESTMENT MANAGEMENT LLC
Office #1: 1501 Farm Credit Dr. Suite 2450, Mclean, VA 22102RIA
CRD#: 119010
Mclean, VA
Past
March 22, 2024 - July 19, 2024
FLORIDA FINANCIAL ADVISORS, LLC
RIA
CRD#: 288811
Vienna, VA
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".
CI
CHESAPEAKE INVESTMENT MANAGEMENT LLC
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)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(4/25/2025)
IAR
Maryland(2/11/2025)
IAR
Virginia(2/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CI
CHESAPEAKE INVESTMENT MANAGEMENT LLC
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)Upgrade to AdvisorCheck Premium
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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
7
SEC notice filing (4 States and Territories)
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.
