William Chlan, financial advisor Ellicott City MD

William Chlan

CRD Number: 5527121
Current Firm: Court Place Advisors LLC

William Chlan (CRD# 5527121) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Court Place Advisors, LLC Ellicott City, MD May 2008 - Current 15
Office Of William P. Chlan, Jr Towson, MD Jun 1992 - Current 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for William P. Chlan
Phone Number: 410-465-4321
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    378
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $1,198,805
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MD, NH, PA, TX, VA

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