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Binney Holden Connell Wietlisbach

HAVERFORD FINANCIAL SERVICES, INC.·RADNOR, Pennsylvania
SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record22 years registeredHAVERFORD FINANCIAL SERVICES, INC.
THREE RADNOR CORPORATE CENTER, RADNOR, PA 19087-4546CRD# 2229514Firm CRD# 130007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Binney Holden Connell Wietlisbach · RADNOR, PA
Registration
CRD #2229514 · HAVERFORD FINANCIAL SERVICES, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

HAVERFORD FINANCIAL SERVICES, INC.
Feb 2007 – present
HAVERFORD INVESTMENT MANAGEMENT, INC.
Jun 2004 – Oct 2008
RADNOR, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 65
Series 99TO
Registration record
First registered · June 25, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HAVERFORD FINANCIAL SERVICES, INC.
CRD 130007 · SEC 801-62759
AUM
$347M
Regulatory assets under management
Employees
45
30 client accounts
Services offered by HAVERFORD FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at HAVERFORD FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Binney Holden Connell Wietlisbach offer?
Binney Holden Connell Wietlisbach specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Binney Holden Connell Wietlisbach's credentials?
Binney Holden Connell Wietlisbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Binney Holden Connell Wietlisbach located?
Binney Holden Connell Wietlisbach is based in RADNOR, Pennsylvania, working with HAVERFORD FINANCIAL SERVICES, INC.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Binney Holden Connell Wietlisbach charge for services?
Binney Holden Connell Wietlisbach'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 HAVERFORD FINANCIAL SERVICES, INC.?
HAVERFORD FINANCIAL SERVICES, INC. has approximately 45 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HAVERFORD FINANCIAL SERVICES, INC.

Henry Belin Smith
RADNOR, PA
John Hannum Donaldson
RADNOR, PA
John Sheldon Supplee
RADNOR, PA
Joseph James Mclaughlin
RADNOR, PA
Timothy Andrew Hoyle
RADNOR, PA
CFA

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