Michael
Reynolds

Chapin, Davis

CRD#4423775
Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Michael Reynolds is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Chapin, Davis. Michael has previously held positions at Boenning & Scattergood Inc and Chapin Davis Investments. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael 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 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

Michael Reynolds Work History

2022 - Present (2 years)

Chapin Davis Investments

2012 - 2022 (10 years)

Boenning & Scattergood Inc

Disclosures

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