Sammy Barsa, financial advisor Mendham NJ

Sammy Barsa

CRD Number: 2103822
Current Firm: Chapin Davis Asset Management

Sammy Barsa (CRD# 2103822) is an Investment Advisor Representative working at Chapin Davis Asset Management in Mendham, NJ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Nations Financial Group, Inc. Mendham Township, NJ Oct 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination May 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sammy M. Barsa
Phone Number: 410-435-3200
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    360
    MILLIONS
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $537,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VA, WV

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