Chapin Davis Asset Management
Chapin Davis Asset Management (CRD# 28116) is a financial advisory firm headquartered in Baltimore, MD. They manage $417,434,640 in 684 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management417MILLION
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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
Steven Kurzweil (CRD# 4159732) is an Investment Advisor Representative working at Chapin Davis Asset Management in York, PA and has over 23 years of experience in the finance industry.
Keith Murray (CRD# 2726392) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 27 years of experience in the finance industry.
John Oliver (CRD# 2026616) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 32 years of experience in the finance industry.
Carol Scicchitano (CRD# 1703075) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 25 years of experience in the finance industry.
Thomas Thibeault (CRD# 2101765) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 24 years of experience in the finance industry.
Nancy Boo (CRD# 1503601) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 28 years of experience in the finance industry.
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.
James Halle (CRD# 2294040) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 30 years of experience in the finance industry.
Daryl Surber (CRD# 7700708) is an Investment Advisor Representative working at Chapin Davis Asset Management in Peoria, IL and has 1 year of experience in the finance industry.