Role at Chandler Asset Management
- Title on Schedule A
- Co-Chief Investment Officer
- Control
- William Dennehy is not a control person of Chandler Asset Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- William Dennehy has held the filed role since January 2022.
The firm
Form ADV filed 25 March 2026
Career on record
William Dennehy has been registered through Chandler Asset Management since April 2011.
- – present · 16 yearsSan Diego, CA · Adviser representative · Firm CRD 107287
- Passed Series 7 and Series 66 · 2000
- Passed Series 63 · 1993
Registrations and exams
William Dennehy has a current investment-adviser registration in California and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 14 April 2011 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 November 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 November 1993 |
| Series 7 | General Securities Representative Examination | 7 November 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- William Dennehy
- CRD
- 2397527
- Registration status
- Investment adviser registration
- Office
- 9255 TOWNE CENTRE DRIVE, SUITE 600, San Diego, CA 92121
- Firm bio
- chandlerasset.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
He is a Co-Chief Investment Officer at Chandler Asset Management and a member of its Executive Leadership Team since 2016. He co-chairs the Economic and Market Analysis Committee. Chandler Asset Management, Executive
Credentials and memberships
- Chartered Financial Analyst (CFA)Chandler Asset Management, Executive
Common questions
Where does William Dennehy work?
William Dennehy has been Co-Chief Investment Officer of Chandler Asset Management Inc since January 2022.
Is William Dennehy a financial advisor?
Yes. William Dennehy has a current investment-adviser registration in California, through Chandler Asset Management since April 2011, as of 17 October 2026.
How many years of experience does William Dennehy have?
William Dennehy has worked in the financial industry for 15 years as of 17 October 2026, counted from 13 April 2011, across 1 adviser firm.
What exams has William Dennehy passed?
William Dennehy has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in November 1993.
Where is William Dennehy based?
William Dennehy’s registered office is in San Diego, CA.
Is William Dennehy a CFA charterholder?
Chandler Asset Management lists William Dennehy with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Leadership at Chandler Asset Management
- Nicole DragooChief Executive Officer
- Ryan TauberChief Operating Officer
- Michael RasmussenChief Compliance Officer
- Martin CassellCFO and Corporate Advisor
- Scott PrickettCo-Chief Investment Officer
- Jayson SchmittCo-Chief Investment Officer