Robert
Kaehler
Chapin, Davis
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About this Advisor
Robert Kaehler is a financial advisor based in Baltimore, Maryland, working with Chapin, Davis. Robert has previously held positions at Avantax Investment Services, Inc, Avantax Advisory Services, Wilmington University, Chapin Davis, Inc, Us Airforce, J.P. Morgan Institutional Investments Inc, Jpmorgan Investment Management Inc, Hornor Townsend & Kent Inc, Voca, LLC, and University Of Delaware. Robert has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Delaware and Maryland. Currently, Robert is part of Chapin, Davis, which operates out of Baltimore, Maryland. The firm has 9 offices and 36 employees. The firm manages assets totaling $417.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Chapin, Davis includes asset-based, hourly, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chapin, Davis Brokerage Details
$417,434,640
36
684
$610,285
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Kaehler Work History
Chapin Davis, Inc
Wilmington University
Avantax Investment Services, Inc
Avantax Advisory Services
Voca, LLC
University Of Delaware
Hornor Townsend & Kent Inc
J.P. Morgan Institutional Investments Inc
Jpmorgan Investment Management Inc
Us Airforce
Disclosures
Please visit the SEC profile of Robert Kaehler 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 Chapin Davis Asset Management
Baltimore, MD
Bala Cynwyd, PA
Bala Cynwyd, PA
Peoria, IL
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
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