Matthew Stephen Szafranski
Investment adviser representative at Chesley, Taft & Associates, LLC
16 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Chesley, Taft & Associates, LLCAug 2018 to now
- Ameriprise Financial/columbia Management (formerly Wanger)May 2010 to May 2018
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chesley, Taft & Associates, LLC
$3BAssets managed
635Clients
6Advisers
25 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
- 4178432
- Firm CRD
- 111578