Chartered Advisory Group
Chartered Advisory Group (CRD# 116517) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $119,429,575 in 723 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management119MILLION
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Total Number of Accounts723ACCOUNTS
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Average Account Value$165,186
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
DE, MD, PA
Angela Bean (CRD# 4442993) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 17 years of experience in the finance industry.
William Kantner (CRD# 1091702) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 41 years of experience in the finance industry.
Robert Pedrick (CRD# 4872454) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 19 years of experience in the finance industry.
Sean Smith (CRD# 5534225) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 13 years of experience in the finance industry.