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 20 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 30 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 35 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 2 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 35 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 22 years of experience in the finance industry.

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