Thomas Robert Chernesky

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 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

• 01/2013 → 10/2024
  Cafg Wealth Management, Inc.
  North Barrington, IL
• 10/2024 → Present
  Robertson Stephens
  North Barrington, IL

Previous Registrations

• 2013-01-15 → 2024-10-25
  Cafg Wealth Management, Inc.
  North Barrington, IL
  Hawthorn Woods, IL
• 1998-04-12 → 2013-01-28
  Lpl Financial Llc
  Hawthorn Woods, IL

Other Businesses

President of CAFG Wealth Management, Inc.. CAFG Wealth Management, Inc. is a non-operating legal entity collecting payments from an installment sale of former RIA business to Robertson Stephens. Start date: October 1, 2024

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-12
• S63 Uniform Securities Agent State Law Examination
  1991-05-16

Designations

• Certified Financial Planner