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 has been SEC‑registered since 2004. The ownership structure is listed as a combination of a domestic entity and an individual. In the available records the firm is classified as "unclassified" and is not identified as a capital allocator. It is not flagged as an active ESG investor, a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public disclosures in the provided dataset contain minimal detail about business lines, client segments, fee arrangements, or the firm’s investment approach. The absence of descriptive material in the source makes it difficult to characterize services (broker‑dealer retail, advisory, or other activities) beyond the firm’s registration and ownership attributes.

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
  • Douglas Schmidt

    Douglas Schmidt

    PartnerCRD 1860723

  • Stephen Horn

    Stephen Horn

    Managing PartnerCRD 5985763

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