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 organized as a corporation and is recorded as having first registered with the SEC in 2004. FINTRX flags the firm’s classification as unclassified and lists the owner type as a domestic entity/individual. Fields that would normally describe advisory and business activities are empty in the source data; the profile also indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The available records do not specify the firm’s client segments, fee model, or the types of advisory services it provides. That absence of descriptive activity data limits what can be concluded about Chessiecap’s business model from these pages alone.

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
  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth