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James Stuart Halle

Chapin, Davis

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About James Stuart Halle

James Stuart Halle is an active investment advisor representative, registered with the state of Maryland. James Stuart Halle is also a registered investment advisor. James Stuart Halle has been in the financial services industry for over 30 years. James Stuart Halle's current firm is Chapin, Davis. James Stuart Halle has been with Chapin, Davis since 1992. James Stuart Halle specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension plans. James Stuart Halle is also a registered representative with FINRA and is licensed to sell insurance products.

Firm Information

James Halle 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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James Halle’s Registration & Firm History

MD

12/19/2022 - Present

Chapin, Davis (BALTIMORE MD)

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Licenses & Designations

IA

Issued 12/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Stuart Halle.
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