Chessiecap Securities, Inc.

Broker-DealerFINRA Member
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 organized as a corporation and is identified in filings as being owned by a domestic entity and an individual. The firm has provided very limited public information about its business model: there are no disclosed details about client segments, fee schedules, or specific advisory activities. Available attributes indicate Chessiecap is not positioned as a capital allocator and does not identify itself as an ESG-focused investor, multi-state adviser, pension consultant, or a related adviser to another registered manager. The lack of disclosed operational and investment detail suggests the firm either operates on a very small or private scale or has not submitted standard profile information to the data source. That absence shapes how counterparties and potential clients can evaluate services and capabilities from public records alone.

Assets & Accounts

Investments & Alternatives

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
  • Douglas Schmidt

    Douglas Schmidt

    PartnerCRD 1860723

  • Stephen Horn

    Stephen Horn

    Managing PartnerCRD 5985763

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