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George Byron Chapman Iii

CHAPMAN & CHAPMAN ADVISORS LLC·CHAGRIN FALLS, Ohio
Series 6, Series 7, Series 22, Series 24, Series 26, Series 51, Series 63, Series 65Clean record27 years registeredCHAPMAN & CHAPMAN ADVISORS LLC
33 RIVER STREET, CHAGRIN FALLS, OH 44022CRD# 1170067Firm CRD# 122655

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Byron Chapman Iii · CHAGRIN FALLS, OH
Registration
CRD #1170067 · CHAPMAN & CHAPMAN ADVISORS LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

CHAPMAN & CHAPMAN ADVISORS LLC
Sep 2002 – present
NATHAN & LEWIS SECURITIES, INC.
Jan 1999 – Oct 2002
TWINSBURG, OH
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 24
Series 26
Series 51
Series 63
Series 65
Registration record
First registered · January 28, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655 · SEC 801-121327
AUM
$115M
Regulatory assets under management
Employees
3
385 client accounts
Services offered by CHAPMAN & CHAPMAN ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHAPMAN & CHAPMAN ADVISORS LLC →
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Frequently Asked Questions

What services does George Byron Chapman Iii offer?
George Byron Chapman Iii specializes in Financial Planning, Investment Management. Contact their office in CHAGRIN FALLS, Ohio for a consultation.
What are George Byron Chapman Iii's credentials?
George Byron Chapman Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Byron Chapman Iii located?
George Byron Chapman Iii is based in CHAGRIN FALLS, Ohio, working with CHAPMAN & CHAPMAN ADVISORS LLC. Their office serves clients in the CHAGRIN FALLS metropolitan area and surrounding communities.
How does George Byron Chapman Iii charge for services?
George Byron Chapman Iii's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAPMAN & CHAPMAN ADVISORS LLC?
CHAPMAN & CHAPMAN ADVISORS LLC has approximately 3 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
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