Brian
Ward
Chartwell Investment Partners, LLC
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About this Advisor
Brian Ward is a chartered financial analyst operating in Berwyn, Pennsylvania who has 1 year of industry experience. Ward is an advisor for Chartwell Investment Partners, LLC. Their career trajectory has included roles at Chartwell Investment Partners, LLC, Raymond James & Associates, Inc, Chartwell Tsc Securities Corp and Carillon Fund Distributors, Inc. Ward holds a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Delaware, Illinois, Maryland, Missouri, New Jersey, Pennsylvania and Texas. Chartwell Investment Partners, LLC is a financial advisory firm that has its headquarters in Berwyn, PA. It controls $11 billion in total assets across its 435 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 435 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. Chartwell Investment Partners, LLC provides a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees are based on which services the firm provides the client. However, fee types billed by Chartwell Investment Partners, LLC can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chartwell Investment Partners, LLC Brokerage Details
$10,473,063,347
43
435
$24,076,008
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Brian Ward Work History
Brian has been registered as a financial advisor for 1 years.*
Raymond James & Associates, Inc
Carillon Fund Distributors, Inc
Chartwell Investment Partners, LLC
Chartwell Tsc Securities Corp
*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 Brian Ward 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 Chartwell Investment Partners, LLC
Berwyn, PA
Long Valley, NJ
Berwyn, PA
Berwyn, PA
Berwyn, PA
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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