1914 Advisors
1914 Advisors (CRD# 100) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $1,157,621,985 in 1,321 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,158MILLION
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Total Number of Accounts1,321ACCOUNTS
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Average Account Value$876,322
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
Philip Baldassari (CRD# 705809) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 42 years of experience in the finance industry.
Stephen Balen (CRD# 874161) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 42 years of experience in the finance industry.
Julie Bickel (CRD# 2548552) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 27 years of experience in the finance industry.
Alexander Boyer (CRD# 5218774) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 15 years of experience in the finance industry.
Daniel Boyer (CRD# 858610) is an Investment Advisor Representative working at 1914 Advisors in Pottstown, PA and has over 39 years of experience in the finance industry.
Thom Brown (CRD# 33060) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 42 years of experience in the finance industry.
Jan Carr (CRD# 1180822) is an Investment Advisor Representative working at 1914 Advisors in Berwyn, PA and has over 38 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.
Cummins Catherwood (CRD# 43335) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 41 years of experience in the finance industry.
Thomas Chancler (CRD# 44417) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 39 years of experience in the finance industry.
Stephen Comes (CRD# 2454396) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 23 years of experience in the finance industry.