advisor-img.jpg
advisor

Ryan Berman

Chesapeake Asset Management

1200 N. Federal Highway, Suite 200

Boca Raton, FL 33432

5615702560

About Chesapeake Asset Management

Chesapeake Asset Management is a registered investment advisor specializing in Asset Management and Financial Advisor Services targeted to professionals, high net worth individuals, families, institutions and foundations. Asset Management and Financial Advisory strategies at Chesapeake are designed to help clients progressively grow assets, diversify holdings, and ensure their legacy for future generations. With an emphasis on risk aversion and income, we seek to eliminate common market inefficiencies like emotional, short-term prognostications. With absolute focus on the long-term horizon, strategy performance is driven over multiple cycles by a disciplined and unbiased fundamental approach within a collaborative culture.

See Disclosures

General Information

Firm Start Year

1998

CRD#

5560278

Firm CRD#

108994

Name of Custodial Firm

Charles Schwab, Pershing LLC

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Firm Information

Advisor's Number of Clients

35

Total Assets Under Management by Advisor

$250000

Compensation and Fees

Compensation Methods

Based on Assets

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886537/rothira-Chesapeake-Asset-Management-detailed-disclosure.html

RothIRA.org is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RothIRA.org matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RothIRA.org, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 RothIRA.org. All Rights Reserved.