Unclaimed Profile

Michael Patrick Magee

CHARTWELL INVESTMENT PARTNERS, LLC·BERWYN, Pennsylvania

Clean recordCHARTWELL INVESTMENT PARTNERS, LLC

1205 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 1732628Firm CRD# 170335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Patrick Magee · BERWYN, PA

Registration

CRD #1732628 · CHARTWELL INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Patrick Magee is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with CHARTWELL INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CHARTWELL INVESTMENT PARTNERS, LLC

AUM

$11.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARTWELL INVESTMENT PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1732628

Firm CRD# 170335

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Patrick Magee offer?

Michael Patrick Magee specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Michael Patrick Magee's credentials?

Michael Patrick Magee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Patrick Magee located?

Michael Patrick Magee is based in BERWYN, Pennsylvania, working with CHARTWELL INVESTMENT PARTNERS, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Michael Patrick Magee charge for services?

Michael Patrick Magee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARTWELL INVESTMENT PARTNERS, LLC?

CHARTWELL INVESTMENT PARTNERS, LLC has approximately 34 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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