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Michael Galantino

Chapin Davis Asset Management
41 Years of Experience
Bala Cynwyd, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Galantino is a registered investment advisor at Chapin Davis Asset Management, based in Bala Cynwyd, PA, with 41 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 555 clients with $640M in assets under management.

Chapin Davis Asset Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
555 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$642.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard fee is 2.00% annually and may be negotiated based on account size, portfolio complexity, and service model. Does not include brokerage commissions or transaction fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 Bala Plaza, Suite 604, Bala Cynwyd, PA, 19004

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a Managing Member and Investment Advisor Representative at Philadelphia Partners Capital Management, LLC, providing investment advice and account monitoring, dedicating a few hours per week. He is also a sales agent at Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating minimal time.

Employment History
Current Registrations
Chapin Davis Asset Management
October 2019 - Present · 7 yrs
Philadelphia Partners Capital Management, LLC
August 2018 - Present · 8 yrs 2 mos
Chapin, DavisBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Philadelphia Partners Capital Management, LLC
May 2018 - June 2018 · 1 mo
Cv Brokerage, INCBroker
April 2018 - June 2018 · 2 mos
1914 Advisors
June 2009 - April 2018 · 8 yrs 10 mos
Drexel Hamilton, LLCBroker
September 2007 - October 2008 · 1 yr 1 mo
Boenning & Scattergood, INC.Broker
January 2007 - April 2018 · 11 yrs 3 mos
Philadelphia Partners Capital Management LLC
March 2006 - December 2016 · 10 yrs 9 mos
Haverford Trust Securities, INC.Broker
January 2006 - February 2006 · 1 mo
Haverford Trust Securities, INC.Broker
November 2004 - December 2005 · 1 yr 1 mo
Haverford Financial Services, INC.
November 2004 - February 2006 · 1 yr 3 mos
UBS Financial Services INC.Broker
January 1995 - May 2004 · 9 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1992 - January 1995 · 2 yrs 2 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
April 1986 - December 1992 · 6 yrs 8 mos
First Jersey Securities, INC.Broker
June 1984 - April 1986 · 1 yr 10 mos
State Registrations24 states
AZCACOCTDCDEFLGAILMDMENCNHNJNVNYOHORPASCTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Michael Galantino - Financial Advisor | TrueAdvisor