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).

By the Numbers
  • Total Assets Under Management
    1,158
    MILLION
  • Total Number of Accounts
    1,321
    ACCOUNTS
  • Average Account Value
    $876,322
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

Financial Advisors at 1914 Advisors
Showing 1 - 10 of 67 top financial advisors.
1
Philip J. Baldassari
CRD#: 705809
4 Tower Bridge, 200 Barr Harbor Dr, Suite 300, West Conshohocken, PA 19428

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.

2
Stephen E. Balen
CRD#: 874161
4 Tower Bridge, 200 Barr Harbor Dr, Suite 300, West Conshohocken, PA 19428

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.

3
Julie S. Bickel
CRD#: 2548552
Four Tower Bridge, 200 Barr Harbor Drive, Suite 300, West Conshohocken, PA 19428

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.

4
Alexander W. Boyer
CRD#: 5218774
Four Tower Bridge, 200 Barr Harbor Drive, Suite 300, West Conshohocken, PA 19428

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.

5
Daniel B. Boyer
CRD#: 858610
601 High Street, Pottstown, PA 19464

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.

6
Thom R. Brown
CRD#: 33060
4 Tower Bridge, 200 Barr Harbor Dr, Suite 300, West Conshohocken, PA 19428

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.

7
Jan R. Carr
CRD#: 1180822
1235 Westlakes Drive, Berwyn, PA 19312

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.

8
Cummins Catherwood
CRD#: 43335
Four Tower Bridge, 200 Barr Harbor Drive, Suite 300, West Conshohocken, PA 19428

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.

9
Thomas J. Chancler
CRD#: 44417
4 Tower Bridge, 200 Barr Harbor Dr, Suite 300, West Conshohocken, PA 19428

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.

10
Stephen T. Comes
CRD#: 2454396
Four Tower Bridge, 200 Barr Harbor Drive, Suite 300, West Conshohocken, PA 19428

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.

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