Carol
Scicchitano

Chapin, Davis

CRD#1703075
Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Carol Scicchitano is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Chapin, Davis. Carol has previously held positions at Boenning & Scattergood Inc, Phila Partners Capital Mgt, Cv Brokerage, Inc, and Chapin Davis Investments. Carol has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Carol 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

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

Carol Scicchitano Work History

2018 - Present (6 years)

Chapin Davis Investments

2006 - Present (18 years)

Phila Partners Capital Mgt

2018 - 2018 (< 1 year)

Cv Brokerage, Inc

2007 - 2018 (11 years)

Boenning & Scattergood Inc

Disclosures

Please visit the SEC profile of Carol Scicchitano 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
Michael Reynolds
Bala Cynwyd, PA
Kelly Fischer
Bala Cynwyd, PA
Daryl Surber
Peoria, IL
Keith Murray
Baltimore, MD
Craig Diamond
Baltimore, MD
Francis Frisch
Baltimore, MD
Thomas Thibeault
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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