Brenda
Moyer
Chapin, Davis
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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
Services Offered
Fee Structure
Office Location
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Chapin, Davis Brokerage Details
$417,434,640
36
684
$610,285
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
Chapin Davis, Inc
Boenning & Scattergood, Inc
Equity Services, Inc
National Life
Mass Mutual Life Insurance
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.
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Bala Cynwyd, PA
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