Member · Chequers Financial Management LLC
Edward J. Kearney
CRD 1851847 · Named on Form ADV at one SEC-registered adviser
At a glance
Chequers Financial Management LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $1.3 billion in regulatory assets, lists Edward J. Kearney on its Form ADV as Member.
Firms and roles
- Chequers Financial Management LLCMemberWealth manager · SAN Francisco, CA · $1.3B in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Megan E. GormanManaging Member & Chief Compliance Officer, Chequers Financial Management LLC
- Nicole A. TanenbaumMember, Chequers Financial Management LLC
- Reed W. McCueMember, Chequers Financial Management LLC
- David J. OwMember, Chequers Financial Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.