Andrew Zoltan Lapsley
Investment adviser representative at Chickasaw Capital Management, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$2.5BFirm assets
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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
21 years in the industry.
- Chickasaw Capital Management, LLCSep 2018 to now
- Chickasaw Securities LLCSep 2018 to now
- Goldman, Sachs & Co.Dec 2005 to Jul 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 4149585
- Firm CRD
- 127398