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Renee Sue Davies

CHAPEL BRIDGE WEALTH ADVISORS, LLC·SAN JUAN, Puerto Rico
Clean recordCHAPEL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Renee Sue Davies is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with CHAPEL BRIDGE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CHAPEL BRIDGE WEALTH ADVISORS, LLC
CHAPEL BRIDGE WEALTH ADVISORS
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHAPEL BRIDGE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2542603
Firm CRD# 313295
View on FINRA BrokerCheck →

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05

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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Other Advisors at CHAPEL BRIDGE WEALTH ADVISORS, LLC

Joseph Stuart Davies
SAN JUAN, PR

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Research
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