Michael Chasan (CRD# 4173580) is an Investment Advisor Representative working at Chasan Capital Management in Weston, MA and has over 23 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chasan Capital Management | Weston, MA | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management23MILLIONS
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Total Number of Accounts49ACCOUNTS
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Average Account Value$470,615
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
MA
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