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Ralph William Lettieri

Investment adviser representative at Chickasaw Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$2.5BFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Chickasaw Capital Management, LLCAug 2020 to now
  2. Chickasaw Securities LLCAug 2020 to now
  3. Entrustpermal Securities LLCApr 2018 to Jul 2020
  4. Invesco Advisers, Inc.Oct 2016 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1994
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (CA).

Chickasaw Capital Management, LLC

$2.5BAssets managed
386Clients
14Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2218171
Firm CRD
127398
Advisor's SEC record (opens in a new tab)
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