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Derwood Sumner Chase

CHASE INVESTMENT COUNSEL CORPORATION·CHARLOTTESVILLE, Virginia
Series 6, Series 63Clean record40 years registeredCHASE INVESTMENT COUNSEL CORPORATION
350 OLD IVY WAY, SUITE 100, CHARLOTTESVILLE, VA 22903-4897CRD# 1781618Firm CRD# 104648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derwood Sumner Chase · CHARLOTTESVILLE, VA
Registration
CRD #1781618 · CHASE INVESTMENT COUNSEL CORPORATION · 40 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · February 18, 1986
Years registered · 40
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHASE INVESTMENT COUNSEL CORPORATION
CRD 104648 · SEC 801-3396
AUM
$355M
Regulatory assets under management
Employees
7
110 client accounts
Services offered by CHASE INVESTMENT COUNSEL CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Derwood Sumner Chase offer?
Derwood Sumner Chase specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Derwood Sumner Chase's credentials?
Derwood Sumner Chase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derwood Sumner Chase located?
Derwood Sumner Chase is based in CHARLOTTESVILLE, Virginia, working with CHASE INVESTMENT COUNSEL CORPORATION. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Derwood Sumner Chase charge for services?
Derwood Sumner Chase's firm is compensated through percentage of aum, hourly charges, other: percent of consulting, flat fee for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHASE INVESTMENT COUNSEL CORPORATION?
CHASE INVESTMENT COUNSEL CORPORATION has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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