Chancellor Financial Group Wb LP

Chancellor Financial Group Wb LP (CRD# 159563) is a financial advisory firm headquartered in Wilkes-Barre, PA. They manage $77,904,230 in 251 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $310,375
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

PA, TX

Financial Advisors at Chancellor Financial Group Wb LP
Showing 1 - 6 of 6 top financial advisors.
1
Daniel J. Cardell
CRD#: 2761476
15 Public Square, Suite 400, Wilkes-Barre, PA 18701
96
Wealthminder
score

Daniel Cardell (CRD# 2761476) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-Barre, PA and has over 21 years of experience in the finance industry.

2
Terrence W. Casey
CRD#: 1433590
15 Public Square, Suite 400, Wilkes-Barre, PA 18701
93
Wealthminder
score

Terrence Casey (CRD# 1433590) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-Barre, PA and has over 31 years of experience in the finance industry.

3
Sandra H. Ercolani
CRD#: 1007780
15 Public Square, Suite 400, Wilkes-Barre, PA 18701
93
Wealthminder
score

Sandra Ercolani (CRD# 1007780) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-Barre, PA and has over 36 years of experience in the finance industry.

4
Steven M. Davidowitz
CRD#: 4761539
15 Public Square, Suite 400, Wilkes-Barre, PA 18701
89
Wealthminder
score

Steven Davidowitz (CRD# 4761539) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-Barre, PA and has over 3 years of experience in the finance industry.

5
Robert A. Dwyer
CRD#: 722314
15 Public Square, Suite 400, Wilkes-Barre, PA 18701
83
Wealthminder
score

Robert Dwyer (CRD# 722314) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-Barre, PA and has over 36 years of experience in the finance industry.

6
Stuart A. Cahill
CRD#: 2556996
15 Public Square, Suite 400, Wilkes-Barre, PA 18701
38
Wealthminder
score

Stuart Cahill (CRD# 2556996) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-Barre, PA and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.