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. is a corporate-structured advisory entity that first registered with the SEC in 2004. Public disclosures classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. Available records indicate Chessiecap is not positioned as a capital allocator and does not identify itself as an active ESG investor. The firm is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not supplied details about its business lines, fee schedules, advisory activities, or client segments in the materials provided. That limited disclosure makes it difficult to profile service offerings, target client types, or advisory model from public sources alone.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Stephen Horn

    Stephen Horn

    Managing PartnerCRD 5985763

  • Douglas Schmidt

    Douglas Schmidt

    PartnerCRD 1860723

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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