Sammy
Barsa

Chapin, Davis

CRD#2103822
Investment Advisor
in Mendham, NJ

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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

Series 63, Series 65

Years Registered*

7 years

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, Commissions, Others

Office Location

Mendham, NJ

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Chapin, Davis Brokerage Details

Total Assets Under Management

$359,991,330

NJ Average: $6,889,882,315
Total Number of Employees

40

NJ Average: 45
Total Number of Accounts

670

NJ Average: 765
Average Account Size

$537,300

NJ Average: $9,006,382

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.*

2007 - Present (17 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

Nancy Boo
Baltimore, MD
Alexander Klopfenstein
Baltimore, MD
Michael Reynolds
Bala Cynwyd, PA
John Davis
Baltimore, MD
Mark Swensen
Baltimore, MD
Francis Frisch
Baltimore, MD
Thomas Thibeault
Baltimore, MD
Craig Diamond
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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