Kim Maresh Petersen
Investment adviser representative at Checchi Capital Advisers, LLC
16 yearsExperience
1 stateRegistered in
$2.6BFirm assets
19 yearsFirm in business
Are you Kim Maresh Petersen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Checchi Capital Advisers, LLCJun 2023 to now
- Self-employed - ConsultantJun 2022 to Jun 2023
- Work America Capital/varsity HypeJun 2021 to Jun 2022
- Homemaker/volunteerApr 2010 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Checchi Capital Advisers, LLC
$2.6BAssets managed
241Clients
9Advisers
19 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
- 2766276
- Firm CRD
- 143478