Brenda
Moyer
Chapin, Davis
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About this Advisor
Brenda Moyer is a financial advisor operating in Bala Cynwyd, Pennsylvania with a total of 1 year of industry experience. Moyer currently works for Chapin, Davis. The advisor has gained experience at Mass Mutual Life Insurance, Capital Planning Group Of Pennsylvania, LLC, Equity Services, Inc, National Life, Boenning & Scattergood, Inc and Chapin Davis, Inc. Moyer holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in New Jersey and Pennsylvania. Chapin, Davis is a financial advisory firm operating out of Baltimore, MD. The firm has offices in three locations and a total of 40 financial advisors. It manages $360 million in total assets among its 670 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 670 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Chapin, Davis performs a number 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. Fees for financial management usually are based on which service is provided. However, fee types billed by Chapin, Davis likely include 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
Brenda Moyer Work History
Brenda has been registered as a financial advisor for 1 years.*
Chapin Davis, Inc
Boenning & Scattergood, Inc
Equity Services, Inc
National Life
Mass Mutual Life Insurance
Capital Planning Group Of Pennsylvania,LLC
*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 Brenda Moyer 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
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
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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