Cases / Investment funds & advisory
Chartwell Strategies
Robert Walberg
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- Chartwell Strategies
- Industry
- Unlicensed financial advisory / retirement accounts
- How investors were recruited
- Relatives and community members; he was treasurer of Northwest Suburban Montessori School
- Pitch & red flags
- Presented himself as a "financial adviser" who would invest retirement funds
Pitch phrases from this case
Source
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