Unclaimed Profile

Michael Patrick Magee

CHARTWELL INVESTMENT PARTNERS, LLC·BERWYN, Pennsylvania

SIE, Series 7, Series 63, Series 65Clean record13 years registeredCHARTWELL 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 · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHARTWELL INVESTMENT PARTNERS, LLC

WEALTHCARE ADVISORY PARTNERS LLC

May 2024 – Jan 2025

BERKELEY HEIGHTS, NJ

RAYMOND JAMES INVESTMENT MANAGEMENT

Jul 2022 – May 2023

Berkeley Heights, NJ

CHARTWELL INVESTMENT PARTNERS, LLC

Mar 2017 – Jan 2024

Berwyn, PA

KILLEN GROUP INC

Feb 2013 – Sep 2015

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 25, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARTWELL INVESTMENT PARTNERS, LLC

CRD 170335 · SEC 801-79127

AUM

$11.3B

Regulatory assets under management

Employees

449 client accounts

Services offered by CHARTWELL INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at CHARTWELL INVESTMENT PARTNERS, LLC →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BERWYN?

Browse all registered financial advisors in BERWYN, Pennsylvania or claim this profile if it's yours.

Browse BERWYN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Patrick Magee offer?

Michael Patrick Magee specializes in Investment Management, Retirement Planning, Wealth Management.

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, last registered with CHARTWELL INVESTMENT PARTNERS, LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →