Kerry Michael Chatham

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 07/2001 → 03/2024
  Raymond James Financial Services, Inc
  Guntersville, AL
• 01/2009 → 03/2024
  Raymond James Financial Services Advisors, Inc
  Guntersville, AL
• 03/2024 → Present
  Steward Partners Global Advisory, Llc
  Guntersville, AL
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Guntersville, AL
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Guntersville, AL

Previous Registrations

• 2009-01-02 → 2024-03-15
  Raymond James Financial Services Advisors, Inc
  Guntersville, AL
  Guntersville, AL
  Guntersville, AL
• 2001-09-25 → 2009-01-02
  Raymond James Financial Services, Inc.
  Guntersville, AL
  Guntersville, AL
  Chattanooga, TN
  Guntersville, AL
  Chesapeake, VA

Other Businesses

(1)Name of Business: Address: 429 Gunter Ave Ste A, Guntersville, AL, 35976-1152, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/27/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: land development, rental property, general property management (2)Name of Business: Chatham Wealth Management Address: 429 Gunter Ave Ste A, Guntersville, AL, 35976-1152, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President, Officer - Secretary Investment Related: No Start Date: 04/20/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Using Estate Plan Navigator software to consult clients through simple estate planning questions. Documents are issued by attorney directly to client and these services are paid for by client directly to attorney. Our consulting/time services are paid to directly to us. Client will sign form 01161-Outside Activity Disclosure Letter for this activity. Use of this software has been approved by RJFS and our Branch Manager - see attached documents (3) Name of Business: Chatham Wealth Management, INC Address: 429 Gunter Ave Ste A, Guntersville, AL, 35976, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company (4)Name of Business: Cornerstone Legacy Advisors LLC Address: 429 Gunter Ave Ste A, Guntersville, AL, 35976, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Management of day to day operations, certified financial planner. (5)Name of Business: Freedom Street Partners Address: 429 Gunter Ave Ste A, Guntersville, AL, 35976-1152, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/02/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 81+ Description of duties: Freedom Street is our OSJ providing support and compliance oversight. (6) Name of Business: Chatham Wealth Management, LLC; City/State: Guntersville, AL; Activity Type: Business Ownership; Position/Title: LLC Owner; No Start Date: 12/01/2024; 10 HRS/MO devoted to this business; 4 HRS/MO devoted to this business during trading hours: Description of duties: Small business consulting. Sporting collectibles/antiques consulting, appraisals, sales. (7) Name of Business: Kerry Chatham; City/State: Guntersville, AL; Activity Type: Real Estate for Rent/Lease; Position; Sole Proprietor; Nature of Business: Commercial Real Estate Property Ownership and Management; Duties: rental property management; Start date: 12/05/2024; 2 HRS/ Mo devoted to activity; 2 HRS/MO devoted during business hours; Not Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-10

Designations

• Certified Financial Planner

Other Names

• Kerry Chatham