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James Stuart Halle

CHAPIN DAVIS, INC·BALTIMORE, Maryland
Unclaimed Profile
1411 CLARKVIEW ROAD, BALTIMORE, MD 21209CRD# 2294040Firm CRD# 28116
01

About

James Stuart Halle is a registered financial advisor based in BALTIMORE, Maryland, affiliated with CHAPIN DAVIS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHAPIN DAVIS, INC
CHAPIN DAVIS ASSET MANAGEMENT
AUM
$417M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at CHAPIN DAVIS, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Other: CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS
Regulatory
SEC/IARD CRD# 2294040
Firm CRD# 28116
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Stuart Halle offer?
James Stuart Halle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are James Stuart Halle's credentials?
James Stuart Halle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stuart Halle located?
James Stuart Halle is based in BALTIMORE, Maryland, working with CHAPIN DAVIS, INC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does James Stuart Halle charge for services?
James Stuart Halle's firm is compensated through percentage of aum, hourly charges, commissions, other: concessions paid by issuers of securities sold to clients. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAPIN DAVIS, INC?
CHAPIN DAVIS, INC has approximately 36 employees and manages $417M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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