Unclaimed Profile

Mary Catherine Chandler

CHANDLER ASSET MANAGEMENT INC·SAN DIEGO, California

Series 2, Series 63, Series 65Clean record33 years registeredCHANDLER ASSET MANAGEMENT INC

6225 LUSK BOULEVARD, SAN DIEGO, CA 92121-2796CRD# 2276868Firm CRD# 107287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Catherine Chandler · SAN DIEGO, CA

Registration

CRD #2276868 · CHANDLER ASSET MANAGEMENT INC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC

Apr 2003 – Dec 2003

SAN DIEGO, CA

CHANDLER ASSET MANAGEMENT INC

Aug 1993 – Dec 2023

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · August 11, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHANDLER ASSET MANAGEMENT INC

CRD 107287 · SEC 801-44378

AUM

$35.8B

Regulatory assets under management

Employees

1,104 client accounts

Services offered by CHANDLER ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CHANDLER ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Mary Catherine Chandler offer?

Mary Catherine Chandler specializes in Investment Management, Retirement Planning, Wealth Management.

What are Mary Catherine Chandler's credentials?

Mary Catherine Chandler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Catherine Chandler located?

Mary Catherine Chandler is based in SAN DIEGO, California, last registered with CHANDLER ASSET MANAGEMENT INC.

How does Mary Catherine Chandler charge for services?

Mary Catherine Chandler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHANDLER ASSET MANAGEMENT INC?

CHANDLER ASSET MANAGEMENT INC has approximately 45 employees and manages $35.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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