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Daniel Robert Chappie

PENINSULA ASSET MANAGEMENT INC·BRADENTON, Florida
Clean recordPENINSULA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Robert Chappie is a registered financial advisor based in BRADENTON, Florida, affiliated with PENINSULA ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PENINSULA ASSET MANAGEMENT INC
PENINSULA ASSET MANAGEMENT INC
AUM
$256M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PENINSULA ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1487573
Firm CRD# 108600
View on FINRA BrokerCheck →

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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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