Unclaimed Profile

Renee Sue Davies

CHAPEL BRIDGE WEALTH ADVISORS, LLC·SAN JUAN, Puerto Rico

Series 4, Series 7, Series 24, Series 53, Series 55, Series 63, Series 65Clean record5 years registeredCHAPEL BRIDGE WEALTH ADVISORS, LLC

53 PALMERAS STREET, SAN JUAN, PR 00901CRD# 2542603Firm CRD# 313295

Profile Verification

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

Identity

Renee Sue Davies · SAN JUAN, PR

Registration

CRD #2542603 · CHAPEL BRIDGE WEALTH ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

CHAPEL BRIDGE WEALTH ADVISORS

Mar 2021 – present

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 53

Series 55

Series 63

Series 65

Registration record

First registered · March 26, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHAPEL BRIDGE WEALTH ADVISORS, LLC

CRD 313295 · SEC 801-125816

AUM

$175M

Regulatory assets under management

Employees

198 client accounts

Services offered by CHAPEL BRIDGE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHAPEL BRIDGE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Renee Sue Davies offer?

Renee Sue Davies specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Renee Sue Davies's credentials?

Renee Sue Davies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Renee Sue Davies located?

Renee Sue Davies is based in SAN JUAN, Puerto Rico, working with CHAPEL BRIDGE WEALTH ADVISORS, LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

How does Renee Sue Davies charge for services?

Renee Sue Davies'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 CHAPEL BRIDGE WEALTH ADVISORS, LLC?

CHAPEL BRIDGE WEALTH ADVISORS, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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