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Daniel Robert Chappie

PENINSULA ASSET MANAGEMENT INC·BRADENTON, Florida
Clean record22 years registeredPENINSULA ASSET MANAGEMENT INC
1001 3RD AVENUE WEST, BRADENTON, FL 34205CRD# 1487573Firm CRD# 108600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Robert Chappie · BRADENTON, FL
Registration
CRD #1487573 · PENINSULA ASSET MANAGEMENT INC · 22 years registered
Brand Profile
Not yet started
01

Career History

PENINSULA ASSET MANAGEMENT INC
Jul 2004 – present
02

Registrations & Exams

Registration record
First registered · July 7, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PENINSULA ASSET MANAGEMENT INC
CRD 108600 · SEC 801-17065
AUM
$256M
Regulatory assets under management
Employees
3
191 client accounts
Services offered by PENINSULA ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PENINSULA ASSET MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Daniel Robert Chappie offer?
Daniel Robert Chappie specializes in Investment Management, Fee-Only Advisory. Contact their office in BRADENTON, Florida for a consultation.
What are Daniel Robert Chappie's credentials?
Daniel Robert Chappie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robert Chappie located?
Daniel Robert Chappie is based in BRADENTON, Florida, working with PENINSULA ASSET MANAGEMENT INC. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.
How does Daniel Robert Chappie charge for services?
Daniel Robert Chappie's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENINSULA ASSET MANAGEMENT INC?
PENINSULA ASSET MANAGEMENT INC has approximately 3 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PENINSULA ASSET MANAGEMENT INC

William Erastus Middlebrooks
BRADENTON, FL
Brian Scott Miller
BRADENTON, FL

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Research
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