Checchi Capital Advisers LLC
Legal Name: CHECCHI CAPITAL ADVISERS, LLC
Full Contact Details
Checchi Capital Advisers LLC
9720 WILSHIRE BLVD, SUITE 400, BEVERLY HILLS, CA
310-432-0010
310-432-0013
Other Info
Checchi Capital Advisers LLC, a limited liability company based in Delaware, has 14 employees, a majority of whom are involved in advisory roles. Although the number of clients served by the firm is unknown, it was listed as approved by the U.S. Securities and Exchange Commission in April 2007.
CHECCHI – The Investor Before Investment
Skip to content THE INVESTOR BEFORETHE INVESTMENT 01 / 06 We strive to intimately understand our clients as individuals first – and then, as investors. Understanding each client’s ambitions, life changes, and risk tolerance is foundational to a tailored portfolio design. This allows us to build …
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Direct Owners
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ADAM DEAN CHECCHI
MANAGING MEMBER owns less than 5%
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CANAL CAPITAL PARTNERS, LLC
OWNER owns more than 10% but less than 25%
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DELIA TINAYE MUPITA
CHIEF COMPLIANCE OFFICER owns less than 5%
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KATHRYN CHECCHI IRREVOCABLE GIFT TRUST NO. 1
OWNER owns more than 10% but less than 25%
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KATHRYN CHECCHI IRREVOCABLE GIFT TRUST NO. 2
OWNER owns more than 5% but less than 10%
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KATHRYN DEAN CHECCHI
PRINCIPAL owns less than 5%
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LOEB CAPITAL WEST, LLC
OWNER owns more than 25% but less than 50%
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SAMUEL THOMAS PFISTER
PARTNER owns more than 10% but less than 25%
Indirect Owners
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ADAM DEAN CHECCHI
SINGLE MEMBER owns 75% or more
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ADAM DEAN CHECCHI
MEMBER
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ALFRED ATTILIO CHECCHI
MEMBER
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ALFRED ATTILIO CHECCHI
MEMBER owns more than 50% but less than 75%
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KATHRYN DEAN CHECCHI
MEMBER
-
KATHRYN DEAN CHECCHI
MEMBER owns more than 50% but less than 75%
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KATHRYN DEAN CHECCHI
TRUSTEE
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KATHRYN DEAN CHECCHI
TRUSTEE
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RICHARD ALAN WHITMAN
TRUSTEE
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RICHARD ALAN WHITMAN
TRUSTEE
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TRUST FOR THE BENEFIT OF KATHRYN ANNE CHECCHI
MEMBER owns more than 25% but less than 50%
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TRUST FOR THE BENEFIT OF KRISTIN PAGE CHECCHI
MEMBER owns more than 25% but less than 50%
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