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Wesley Shaffer Reed

Investment Adviser Representative at CHESAPEAKE INVESTMENT MANAGEMENT LLC

Mclean, VACRD #7889323Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
3 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
District of ColumbiaMarylandVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/9/2024
SIE
Securities Industry Essentials Examination
Passed 11/14/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $2,000,0000.80%
Above $4,000,0000.60%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Chesapeake Investment Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CHESAPEAKE INVESTMENT MANAGEMENT LLCCurrent
2/11/2025Mclean, VA
FLORIDA FINANCIAL ADVISORS, LLC
3/22/20247/19/2024Vienna, VA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CHESAPEAKE INVESTMENT MANAGEMENT LLC

6 other advisors in the directory

View CHESAPEAKE INVESTMENT MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wesley Shaffer Reed has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Wesley Shaffer Reed - Financial Advisor in Mclean, VA | AdvisorFinder