Walter 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

• 02/2013 → 09/2017
  Raymond James & Associates, Inc.
  Naples, FL
• 09/2017 → Present
  Raymond James Financial Services, Inc.
  Naples, FL
• 10/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Naples, FL
• 09/2017 → Present
  Stonegate Asset Management
  Naples, FL
• 07/2011 → 01/2019
  Rental Real Estate
  Naples, FL
• 05/2007 → Present
  Finra
  Boca Raton, FL
• 09/2017 → Present
  Chesney Sullivan Wealth Advisors
  Naples, FL

Previous Registrations

• 2013-02-13 → 2017-09-25
  Raymond James & Associates, Inc.
  Naples, FL
• 2006-04-10 → 2013-02-13
  Morgan Keegan & Company, Llc
  Naples, FL
  Naples, FL
• 2006-02-21 → 2006-04-19
  Citigroup Global Markets Inc.
  New York, NY
  Naples, FL
• 1995-01-31 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  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 - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment selection and other wealth management services (2)Name of Business: Finra Address: 5200 town center way, boca raton, FL, 33486, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 05/09/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Arbitration of cases brought to Finra Dispute Resolution (3)Name of Business: Stonegate Asset Management Address: 5495 Bryson Dr Ste 421, Naples, FL, 34109, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pass through earnings from activity as financial advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-25
• S63 Uniform Securities Agent State Law Examination
  1983-09-23

Other Names

• Walter John Chesney