Thomas
O'Day

Chancellor Financial Group Wb Lp

CRD#6695196
Investment Advisor
in Wilkes Barre, PA

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About this Advisor

Thomas O'Day is a financial advisor who works out of Wilkes Barre, Pennsylvania with 7 years of relevant experience. O'Day is an employee of Chancellor Financial Group Wb Lp. Over the course of their career, O'Day has held roles at Chancellor Financial Group Wb Lp, Wilkes University and Bear Creek Camp. O'Day maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Pennsylvania. Chancellor Financial Group Wb Lp is an advisory business based in Wilkes Barre, PA. The investment advisory business has offices in two locations and a total of nine employees. It controls $159 million in assets across its 947 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 947 customer accounts, just 4% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on the type of services. However, fee types billed by Chancellor Financial Group Wb Lp most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15 Public Square Suite 400
Wilkes Barre, PA 18701

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Chancellor Financial Group Wb Lp Brokerage Details

Total Assets Under Management

$159,213,600

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

9

PA Average: 41
Total Number of Accounts

947

PA Average: 3,342
Average Account Size

$168,124

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Thomas O'Day Work History

Thomas has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Chancellor Financial Group Wb Lp

2012 - 2014 (2 years)

Bear Creek Camp

2011 - 2016 (5 years)

Wilkes University

*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 Thomas O'Day 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 Chancellor Financial Group Wb Lp

Sandra Ercolani
Wilkes Barre, PA
Terrence Casey
Wilkes Barre, PA
Thomas O'Day
Wilkes Barre, PA
James Goodhart
Pottstown, PA
Robert Dwyer
Wilkes Barre, PA
Steven Davidowitz
Wilkes Barre, 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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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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