Daniel John Chesney

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → Present
  Raymond James Financial Services Inc
  Naples, FL
• 11/2017 → 03/2020
  Us Army
  Ft Hood, TX
• 06/2015 → 11/2017
  Us Army
  Fort Benning, GA
• 10/2020 → Present
  Raymond James Financial Services Advisors
  Naples, FL
• 08/2023 → 06/2024
  Finra
  Naples, FL
• 08/2023 → 06/2024
  Not Provided
  Naples, FL
• 09/2023 → 06/2024
  Uber Technologies Inc
  Naples, FL

Other Businesses

(1)Name of Business: Chesney Sullivan Wealth Advisors Address: 5495 Bryson Dr Ste 421, Naples, FL, 34109-0920, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/16/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client relations, investment research, data entry (2)Name of Business: NP Asset Management LLC Address: 5495 Bryson Dr Ste 421, Naples, FL, 34109-0920, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I maintain this LLC for the purpose of paying myself monies recieved from business operations under RJFS (3)Name of Business: Youth Haven Inc. Address: 5867 Whitaker Rd, Naples , FL, 34112, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/25/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serving on the financial committee to help develop an IPS and provide guidance on best investment practices.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-04