Seth
Chadwick

Compass Capital Corporation

CRD#3152006
Investment Advisor
in Braintree, MA

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About this Advisor

Seth Chadwick is a financial advisor based in Braintree, Massachusetts, working with Compass Capital Corporation. Seth has previously held positions at Suntrust Investment Services, Inc, Compass Securities Corporation, Suntrust Advisory Services, and Compass Capital Corporation. Seth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Montana, North Carolina, and Texas. Currently, Seth is part of Compass Capital Corporation, which operates out of Braintree, Massachusetts. The firm has 3 offices and 17 employees. The firm manages assets totaling $475.5 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 Compass Capital Corporation includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Braintree Hill Office Park Suite 105
Braintree, MA 02184-8734

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Compass Capital Corporation Brokerage Details

Total Assets Under Management

$475,503,136

MA Average: $16,012,751,954
Total Number of Employees

17

MA Average: 118
Total Number of Accounts

1,339

MA Average: 4,567
Average Account Size

$355,118

MA Average: $3,506,186

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

Seth Chadwick Work History

2019 - Present (5 years)

Compass Securities Corporation

2019 - Present (5 years)

Compass Capital Corporation

2016 - 2019 (3 years)

Suntrust Advisory Services

2012 - 2019 (7 years)

Suntrust Investment Services, Inc

Disclosures

Please visit the SEC profile of Seth Chadwick 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 Compass Capital Corporation

Tyler Chaisson
Braintree, MA
Peter Montalbano
Braintree, MA
Scott Chaisson
Braintree, MA
Seth Chadwick
Braintree, MA
David Morgan
Braintree, MA
Omar Mian
Braintree, MA
John Coyne
Braintree, MA
Bruce Winans
Braintree, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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