Malcolm Chace, financial advisor Providence RI

Malcolm Chace

CRD Number: 2117049
Current Firm: Canton Hathaway LLC

Malcolm Chace (CRD# 2117049) is an Investment Advisor Representative working at Canton Hathaway LLC in Providence, RI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Canton Hathaway LLC Providence, RI Aug 2018 - Current 5
Whalerock Point Partners, LLC Providence, RI Mar 2013 - Jul 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Malcolm G. Chace
Phone Number: 401-433-7800
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    616
    MILLIONS
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $2,839,450
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, RI

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