Brenda
Moyer

Chapin, Davis

CRD#1301136
Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Brenda Moyer is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Chapin, Davis. Brenda has previously held positions at Mass Mutual Life Insurance, Capital Planning Group Of Pennsylvania, LLC, Equity Services, Inc, National Life, Boenning & Scattergood, Inc, and Chapin Davis, Inc. Brenda has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and Pennsylvania. Currently, Brenda is part of Chapin, Davis, which operates out of Bala Cynwyd, Pennsylvania. 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

Series 63, Series 66

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

2 Bala Plaza Suite 604
Bala Cynwyd, PA 19004

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Chapin, Davis Brokerage Details

Total Assets Under Management

$417,434,640

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

36

PA Average: 45
Total Number of Accounts

684

PA Average: 765
Average Account Size

$610,285

PA 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

Brenda Moyer Work History

2022 - Present (2 years)

Chapin Davis, Inc

2015 - 2022 (7 years)

Boenning & Scattergood, Inc

2011 - 2015 (4 years)

Equity Services, Inc

2010 - 2015 (5 years)

National Life

2001 - 2015 (14 years)

Mass Mutual Life Insurance

2001 - 2015 (14 years)

Capital Planning Group Of Pennsylvania,LLC

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

Nancy Boo
Baltimore, MD
Kelly Fischer
Bala Cynwyd, PA
Michael Reynolds
Bala Cynwyd, PA
Daryl Surber
Peoria, IL
Keith Murray
Baltimore, MD
Thomas Thibeault
Baltimore, MD
Craig Diamond
Baltimore, MD
Francis Frisch
Baltimore, MD

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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