Chartered Advisory Group

Chartered Advisory Group (CRD# 116517) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $119,429,575 in 723 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    723
    ACCOUNTS
  • Average Account Value
    $165,186
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, MD, PA

Financial Advisors at Chartered Advisory Group
Showing 1 - 4 of 4 top financial advisors.
1
Angela M. Bean
CRD#: 4442993
130 Commons Ct, Chadds Ford, PA 19317

Angela Bean (CRD# 4442993) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 17 years of experience in the finance industry.

2
William H. Kantner
CRD#: 1091702
130 Commons Court, Chadds Ford, PA 19317

William Kantner (CRD# 1091702) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 41 years of experience in the finance industry.

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

Robert Pedrick (CRD# 4872454) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 19 years of experience in the finance industry.

4
Sean P. Smith
CRD#: 5534225
130 Commons Ct, Chadds Ford, PA 19317

Sean Smith (CRD# 5534225) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 13 years of experience in the finance industry.

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