Chartered Advisory Group

Chartered Advisory Group (CRD# 116517) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $140,142,449 in 1,070 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $130,974
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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.

DE, MD, PA

Financial Advisors at Chartered Advisory Group
Showing 1 - 5 of 5 top financial advisors.
1
William H. Kantner
CRD#: 1091702
130 Commons Court, Chadds Ford, PA 19317
96
Wealthminder
score

William Kantner (CRD# 1091702) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 34 years of experience in the finance industry.

2
Angela M. Bean
CRD#: 4442993
130 Commons Ct, Chadds Ford, PA 19317
93
Wealthminder
score

Angela Bean (CRD# 4442993) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 11 years of experience in the finance industry.

3
Robert J. Pedrick
CRD#: 4872454
130 Commons Court, Chadds Ford, PA 19317
93
Wealthminder
score

Robert Pedrick (CRD# 4872454) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 12 years of experience in the finance industry.

4
Michael A. Rothfuss
CRD#: 4179799
130 Commons Ct, Chadds Ford, PA 19317
93
Wealthminder
score

Michael Rothfuss (CRD# 4179799) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 16 years of experience in the finance industry.

5
Sean P. Smith
CRD#: 5534225
130 Commons Ct, Chadds Ford, PA 19317
93
Wealthminder
score

Sean Smith (CRD# 5534225) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 6 years of experience in the finance industry.

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