BM
BM

Brenda Ann Moyer

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
498 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$539.1M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brenda works as a sales agent and Sr. VP at Chapin Davis Insurance, Inc. since 2022, selling and servicing variable and fixed insurance products. This requires minimal time.

Employment History
Current Registrations
Chapin Davis Asset Management
December 2022 - Present · 3 yrs 2 mos
Chapin, DavisBroker
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Boenning & Scattergood, INC.Broker
October 2015 - December 2022 · 7 yrs 2 mos
1914 Advisors
October 2015 - December 2022 · 7 yrs 2 mos
Equity Services, INC.Broker
April 2011 - October 2015 · 4 yrs 6 mos
Esi Financial Advisors
April 2011 - October 2015 · 4 yrs 6 mos
MML Investors Services, LLC
October 2010 - May 2011 · 7 mos
MML Investors Services, LLCBroker
June 2006 - May 2011 · 4 yrs 11 mos
Independence Advisors INC
February 2006 - May 2006 · 3 mos
Capital Planning Group of Pennsylvania LLCBroker
September 2002 - December 2004 · 2 yrs 3 mos
MML Investors Services, INC.Broker
September 2001 - February 2006 · 4 yrs 5 mos
Cna Investor Services, INC.Broker
March 2000 - September 2001 · 1 yr 6 mos
Locust Street Securities, INC.Broker
January 1996 - December 1999 · 3 yrs 11 mos
Cna Investor Services, INC.Broker
November 1984 - January 1996 · 11 yrs 2 mos
State Registrations8 states
AZDEFLMDNJPARIVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.