Kelly Fischer (CRD# 6855533) is an Investment Advisor Representative working at Chapin Davis Asset Management in Bala Cynwyd, PA and has over 6 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chapin Davis Investments | Bala Cynwyd, PA | Dec 2022 - Current | 1 |
| Boenning & Scattergood, Inc. | West Conshohocken, PA | Apr 2021 - Dec 2022 | 1 |
| Unemployed | Philadelphia, PA | Dec 2020 - Mar 2021 | < 1 |
| Equitable Advisors, LLC | Bala Cynwyd, PA | Jan 2020 - Nov 2020 | < 1 |
| Axa Advisors, LLC | Bala Cynwyd, PA | Oct 2017 - Jan 2020 | 2 |
| Unemployed | Philadelphia, PA | Jun 2017 - Sep 2017 | < 1 |
| America Reads - Psu | State College, PA | Feb 2017 - May 2017 | < 1 |
| Pennsylvania State University | University Park, PA | Aug 2013 - May 2017 | 3 |
| Katie O'donnell's Restaurant/pub | Philadelhia, PA | May 2016 - Feb 2017 | < 1 |
| Bertucci's Italian Restaurant | Trevose, PA | Sep 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- PA
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Total Assets Under Management417MILLIONS
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Total Number of Accounts684ACCOUNTS
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Average Account Value$610,285
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WV
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