Chase
Grundy
Facet
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About this Advisor
Chase Grundy is a financial advisor based in Baltimore, Maryland, working with Facet. Chase has previously held positions at Securian Financial Services Inc, Minnesota Life Insurance Co, Shoemaker Financial, Capital Financial Group, Dillards, Jackson National Life Distributors LLC, Beacon Capital Management, and Facet. Chase has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Chase is part of Facet, which operates out of Baltimore, Maryland. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$2,544,660,518
234
24,977
$101,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Chase Grundy Work History
Facet
Jackson National Life Distributors LLC
Beacon Capital Management
Securian Financial Services Inc
Minnesota Life Insurance Co
Shoemaker Financial
Capital Financial Group
Dillards
Disclosures
Please visit the SEC profile of Chase Grundy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Facet
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Brooklyn, NY
Moseley, VA
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