1914 Advisors

1914 Advisors (CRD# 100) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $645,051,199 in 842 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    645
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at 1914 Advisors
Showing 1 - 10 of 56 top financial advisors.
1
Philip J. Baldassari
CRD#: 705809
4 Tower Bridge, 200 Barr Harbor Dr, West Conshohocken, PA 19428
96
Wealthminder
score

Philip Baldassari (CRD# 705809) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 36 years of experience in the finance industry.

2
Jan R. Carr
CRD#: 1180822
Four Tower Bridge, 200 Barr Harbor Drive, Suite 300, West Conshohocken, PA 19428
96
Wealthminder
score

Jan Carr (CRD# 1180822) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 32 years of experience in the finance industry. Jan Carr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stephen E. Balen
CRD#: 874161
4 Tower Bridge, 200 Barr Harbor Dr, West Conshohocken, PA 19428
93
Wealthminder
score

Stephen Balen (CRD# 874161) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 37 years of experience in the finance industry.

4
Julie S. Bickel
CRD#: 2548552
Four Tower Bridge, 200 Barr Harbor Drive, Suite 300, West Conshohocken, PA 19428
93
Wealthminder
score

Julie Bickel (CRD# 2548552) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 22 years of experience in the finance industry.

5
Alexander W. Boyer
CRD#: 5218774
Four Tower Bridge, 200 Barr Harbor Drive, Suite 300, West Conshohocken, PA 19428
93
Wealthminder
score

Alexander Boyer (CRD# 5218774) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 10 years of experience in the finance industry.

6
Thom R. Brown
CRD#: 33060
4 Tower Bridge, 200 Barr Harbor Dr, West Conshohocken, PA 19428
93
Wealthminder
score

Thom Brown (CRD# 33060) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 36 years of experience in the finance industry.

7
Cummins Catherwood
CRD#: 43335
Four Tower Bridge, 200 Barr Harbor Drive, Suite 300, West Conshohocken, PA 19428
93
Wealthminder
score

Cummins Catherwood (CRD# 43335) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 36 years of experience in the finance industry.

8
Roseann (. Chavanne
CRD#: 1190223
4 Tower Bridge, 200 Barr Harbor Dr, West Conshohocken, PA 19428
93
Wealthminder
score

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.

9
James C. Corts
CRD#: 54652
Makefield Executive Quarters, 301 Oxford Valley Road, Suite 201b, Yardley, PA 19067
93
Wealthminder
score

James Corts (CRD# 54652) is an Investment Advisor Representative working at 1914 Advisors in Yardley, PA and has over 26 years of experience in the finance industry.

10
Carl C. Crowley
CRD#: 2483744
25 Roosevelt Blvd, Marmora, NJ 08223
93
Wealthminder
score

Carl Crowley (CRD# 2483744) is an Investment Advisor Representative working at 1914 Advisors in Marmora, NJ and has over 22 years of experience in the finance industry.

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