Roseann Chavanne, financial advisor West Conshohocken PA
93 score

Roseann Chavanne

CRD Number: 1190223
Current Firm: 1914 Advisors

Roseann Chavanne (CRD# 1190223) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Boenning & Scattergood West Conshohocken, PA Nov 2015 - Current 1
Cruise Planners Middletown, DE Nov 2007 - Current 9
Janney Montgomery Scott LLC Philadelphia, PA Jun 2011 - Oct 2015 4
H. Beck, Inc. Rockville, MD Apr 2010 - Jun 2011 1
Nationwide Securities, Inc. Newark, DE Aug 2008 - Nov 2008 < 1
1717 Capital Management Company Newark, DE Apr 2003 - Aug 2008 5
Nationwide Provident Newark, DE Apr 2003 - Aug 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Roseann (. Chavanne
Phone Number: 800-883-1212
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    645
    MILLIONS
  • Total Number of Accounts
    842
    ACCOUNTS
  • Average Account Value
    $766,094
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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