Marquis L Chachere
Investment adviser representative at Ae Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ae Wealth Management, LLCJul 2026 to now
- Ae Financial Services, LLCJul 2026 to now
- American Heritage FinancialJan 2024 to now
- Oneamerica SecuritiesMar 2024 to Jun 2026
- American United LifeDec 2023 to Jun 2026
- Equitable Advisors LLCMar 2023 to Dec 2023
- New York LifeSep 2021 to Feb 2023
- TeletechApr 2020 to Sep 2021
- UnemployedJan 2020 to Apr 2020
- Flowers Baking Company of Villa RicaMar 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7397589
- Firm CRD
- 282580