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Paulenne Roeske Kirschenbaum

CHAPIN ASSOCIATES, LLC·CHESTER, New Jersey
Clean recordCHAPIN ASSOCIATES, LLC
385 ROUTE 24, CHESTER, NJ 07930CRD# 270828Firm CRD# 109809

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paulenne Roeske Kirschenbaum · CHESTER, NJ
Registration
CRD #270828 · CHAPIN ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paulenne Roeske Kirschenbaum is a registered financial advisor based in CHESTER, New Jersey, affiliated with CHAPIN ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CHAPIN ASSOCIATES, LLC
CHAPIN ASSOCIATES, LLC
AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHAPIN ASSOCIATES, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 270828
Firm CRD# 109809
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paulenne Roeske Kirschenbaum offer?
Paulenne Roeske Kirschenbaum specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHESTER, New Jersey for a consultation.
What are Paulenne Roeske Kirschenbaum's credentials?
Paulenne Roeske Kirschenbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paulenne Roeske Kirschenbaum located?
Paulenne Roeske Kirschenbaum is based in CHESTER, New Jersey, working with CHAPIN ASSOCIATES, LLC. Their office serves clients in the CHESTER metropolitan area and surrounding communities.
How does Paulenne Roeske Kirschenbaum charge for services?
Paulenne Roeske Kirschenbaum'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 CHAPIN ASSOCIATES, LLC?
CHAPIN ASSOCIATES, LLC has approximately 1 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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