Chessiecap Securities, Inc.

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Towson, Maryland
CRD number
132153
Registered since
November 1, 2004

Firm profile

FINTRX

Overview

Chessiecap Securities, Inc. appears in FINTRX as a corporate entity that registered with the SEC in 2004. The record identifies ownership as a domestic entity with an individual owner and does not place the firm into a more specific advisory classification. Available fields indicate the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not registered as a multistate or newly formed adviser; it is also not listed as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Stephen Horn

    Stephen Horn

    Managing PartnerCRD 5985763

  • Douglas Schmidt

    Douglas Schmidt

    PartnerCRD 1860723

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Towson, MD

Baltimore

Location

Towson, MD

Headquartered in Towson, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
7911 Sherwood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth