Unclaimed Profile

Alyssa Ann Codrick

CHAPEL HILL INVESTMENT ANALYSTS INC·GREENSBURG, Pennsylvania

Clean recordCHAPEL HILL INVESTMENT ANALYSTS INC

126 MATHEWS STREET, SUITE 1600, GREENSBURG, PA 15601-6913CRD# 7882585Firm CRD# 109511

Profile Verification

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

Identity

Alyssa Ann Codrick · GREENSBURG, PA

Registration

CRD #7882585 · CHAPEL HILL INVESTMENT ANALYSTS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alyssa Ann Codrick is a registered financial advisor based in GREENSBURG, Pennsylvania, affiliated with CHAPEL HILL INVESTMENT ANALYSTS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Alyssa

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

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

Firm Overview

Firm

CHAPEL HILL INVESTMENT ANALYSTS INC

AUM

$323M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHAPEL HILL INVESTMENT ANALYSTS INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 7882585

Firm CRD# 109511

View on FINRA BrokerCheck →

Looking for a financial advisor in GREENSBURG?

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

Browse GREENSBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alyssa Ann Codrick offer?

Alyssa Ann Codrick specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.

What are Alyssa Ann Codrick's credentials?

Alyssa Ann Codrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alyssa Ann Codrick located?

Alyssa Ann Codrick is based in GREENSBURG, Pennsylvania, working with CHAPEL HILL INVESTMENT ANALYSTS INC. Their office serves clients in the GREENSBURG metropolitan area and surrounding communities.

How does Alyssa Ann Codrick charge for services?

Alyssa Ann Codrick'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 CHAPEL HILL INVESTMENT ANALYSTS INC?

CHAPEL HILL INVESTMENT ANALYSTS INC has approximately 3 employees and manages $323M 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 →