Michael
Chisnell

Bruton Chisnell Advisors, LLC

CRD#5125517
Investment Advisor
in Downingtown, PA

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About this Advisor

Michael Chisnell is a financial advisor based in Downingtown, Pennsylvania, working with Bruton Chisnell Advisors, LLC. Michael has previously held positions at Sequoia Financial Group, LLC, Bruton Chisnell Advisors, LLC, Valmark Securities, Inc, Valmark Advisers, Inc, and Sequoia Financial Advisors, LLC. Michael has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Ohio and Pennsylvania. Currently, Michael is part of Bruton Chisnell Advisors, LLC, which operates out of Downingtown, Pennsylvania. The firm has 1 office and 3 employees. The firm manages assets totaling $644.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Bruton Chisnell Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

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, Fixed Fees

Office Location

521 East Lancaster Avenue
Downingtown, PA 19335

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Bruton Chisnell Advisors, LLC Brokerage Details

Total Assets Under Management

$644,459,532

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

1,682

PA Average: 3,342
Average Account Size

$383,151

PA Average: $4,737,880

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

Michael Chisnell Work History

2018 - Present (7 years)

Bruton Chisnell Advisors, LLC

2018 - Present (7 years)

Valmark Securities, Inc

2017 - 2018 (1 year)

Sequoia Financial Group, LLC

2015 - 2017 (2 years)

Sequoia Financial Group, LLC

2013 - 2015 (2 years)

Sequoia Financial Group, LLC

2010 - 2018 (8 years)

Sequoia Financial Advisors, LLC

2006 - 2015 (9 years)

Valmark Securities, Inc

2006 - 2015 (9 years)

Valmark Advisers, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Chisnell 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 Bruton Chisnell Advisors, LLC

Michael Chisnell
Downingtown, PA
Benjamin Bruton
Downingtown, PA
James Bruton
Downingtown, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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