Michael
Honer

Chartwell Investment Partners, LLC

CRD#5102754
Investment Advisor
in Berwyn, PA

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About this Advisor

Michael Honer is a financial advisor based in Berwyn, Pennsylvania, working with Chartwell Investment Partners, LLC. Michael has previously held positions at Pershing LLC, Lockwood Advisors Inc, Chartwell Investment Partners, LLC, Chartwell Tsc Securities Corp, and Carillon Fund Distributors. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Chartwell Investment Partners, LLC, which operates out of Berwyn, Pennsylvania. The firm has 34 employees and manages assets totaling $11.4 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Chartwell Investment Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1205 Westlakes Drive, Suite 100
Berwyn, PA 19312

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Chartwell Investment Partners, LLC Brokerage Details

Total Assets Under Management

$11,358,526,155

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

34

PA Average: 41
Total Number of Accounts

449

PA Average: 3,342
Average Account Size

$25,297,386

PA Average: $4,737,880

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

Michael Honer Work History

2022 - Present (2 years)

Carillon Fund Distributors

2018 - Present (6 years)

Chartwell Investment Partners, LLC

2018 - 2022 (4 years)

Chartwell Tsc Securities Corp

2014 - 2018 (4 years)

Pershing LLC

2014 - 2018 (4 years)

Lockwood Advisors Inc

Disclosures

Please visit the SEC profile of Michael Honer 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

Michael Honer
Berwyn, PA
Thomas Dibari
Long Valley, NJ
Peter Schofield
Berwyn, 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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