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Taylor Brooks Champion

Chesley, Taft & Associates, LLC

Chicago, IL

CRD 8315171

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Employer firm

Chesley, Taft & Associates, LLC CRD 111578

$3.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Chesley, Taft & Associates, Llc

135 S. Lasalle Street Suite 2900, Chicago, IL 60603 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-04
  • IL RA
    APPROVED
    Since 2026-08-04

Branch Locations

135 S. Lasalle Street Suite 2900, Chicago, IL 60603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chesley, Taft & Associates, Llc Chicago IL 11/2023 Present
Byline Bank Chicago IL 01/2019 11/2023
U.S. Trust, Bank Of America Private Wealth Management Chicago IL 10/2009 01/2019
  • 11/2023 → Present
    Chesley, Taft & Associates, Llc
    Chicago, IL
  • 01/2019 → 11/2023
    Byline Bank
    Chicago, IL
  • 10/2009 → 01/2019
    U.S. Trust, Bank Of America Private Wealth Management
    Chicago, IL
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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