Kelly
Fischer
Chapin, Davis
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About this Advisor
Kelly Fischer is a financial advisor who works in Bala Cynwyd, Pennsylvania. Fischer is an advisor for Chapin, Davis. Fischer has gained experience at Pennsylvania State University, Archbishop Ryan High School, America Reads - Psu, Katie O'Donnell'S Restaurant/Pub, Bertucci'S Italian Restaurant, Axa Advisors, LLC, Equitable Advisors, LLC, Boenning & Scattergood, Inc and Chapin Davis Investments. Fischer maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Chapin, Davis is a firm that has its headquarters in Baltimore, MD. It has offices in three locations and a total of 40 advisors. It administers $360 million in assets among its 670 accounts, placing it among the bigger firms in the United States by assets under management. Of its 670 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. Chapin, Davis performs a diverse assortment 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 charged by financial advisors largely vary depending on the type of financial services offered. However, fees billed by Chapin, Davis can 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
Kelly Fischer Work History
Kelly has been registered as a financial advisor for 0 years.*
Chapin Davis Investments
Boenning & Scattergood, Inc
Equitable Advisors, LLC
America Reads - Psu
Axa Advisors, LLC
Katie O'Donnell'S Restaurant/Pub
Pennsylvania State University
Bertucci'S Italian Restaurant
Archbishop Ryan High School
*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 Kelly Fischer 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
Bala Cynwyd, 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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