Sammy
Barsa
Chapin, Davis
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About this Advisor
Sammy Barsa is a financial advisor who works out of Mendham, New Jersey with 7 years of industry experience. Barsa is on the advisory team at Chapin, Davis. They have been with Chapin, Davis for their whole career. Barsa holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Chapin, Davis is a registered investment business based out of Baltimore, MD. The investment advisory business has offices in three locations and a total of 40 employees. It oversees $360 million in assets among its 670 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 670 accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely are based on which service is provided. However, fees charged by Chapin, Davis can include some blend of asset-based, hourly, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chapin, Davis Brokerage Details
$359,991,330
40
670
$537,300
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
Sammy Barsa Work History
Sammy has been registered as a financial advisor for 7 years.*
Nations Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sammy Barsa 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
Baltimore, MD
Bala Cynwyd, PA
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
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