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Dawn Gwen Weber

Chapin, Davis

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About Dawn Gwen Weber

Dawn Gwen Weber is an active investment advisor representative with Chapin, Davis, based in BALTIMORE, MD. Dawn has been in the industry since 2008, with prior experience at WELLS FARGO ADVISORS, LLC. Dawn's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Dawn is registered with FINRA and holds Series 7, 7TO, 24, 31, and 66 licenses.

Firm Information

Dawn Weber is currently registered with Chapin, Davis. Chapin, Davis is a corporation headquartered in BALTIMORE, MD, United States, formed on 1990-12-12. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have a total of 684 client accounts, with $417,434,640 in regulatory assets under management. Their client base consists primarily of individuals, with a smaller number of corporations or other businesses.
Chapin, Davis

1411 CLARKVIEW ROAD

BALTIMORE, MD 21209

$417.43M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Concessions paid by issuers of securities sold to clients

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Dawn Weber’s Registration & Firm History

MD

08/22/2024 - Present

Chapin, Davis (BALTIMORE MD)

MD

01/31/2013 - 12/24/2014

CHAPIN, DAVIS (BALTIMORE MD)

MD

11/28/2000 - 01/11/2012

WELLS FARGO ADVISORS, LLC (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 07/10/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2021

Series 24 - General Securities Principal Examination

BC

Issued 08/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/26/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 11/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Dawn Gwen Weber. Review regulatory record here.
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