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Michael Honer

Chartwell Investment Partners, LLC

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About Michael Honer

Michael Honer is a financial advisor with Chartwell Investment Partners, LLC in Berwyn, Pennsylvania. Michael has been in the financial industry since August 2006. Michael has experience providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Michael specializes in portfolio management and other investment advisory services. Michael is also a Chartered Financial Analyst.

Firm Information

Michael Honer is currently registered with Chartwell Investment Partners, LLC. Chartwell Investment Partners, LLC is an investment advisor based in Berwyn, PA. The firm manages approximately $12.31 billion in assets for a variety of clients, including individuals, corporations, investment companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers a range of investment advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Chartwell Investment Partners also participates in wrap fee programs.
Chartwell Investment Partners, LLC

1205 WESTLAKES DRIVE

BERWYN, PA 19312

$12.31B

Assets Under Management

398

Total Clients

3

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael Honer’s Registration & Firm History

PA

08/04/2022 - Present

Chartwell Investment Partners, LLC (Berwyn PA)

PA

02/11/2019 - 06/30/2022

CHARTWELL TSC SECURITIES CORP. (PITTSBURGH PA)

PA

03/19/2014 - 12/10/2018

PERSHING LLC (KING OF PRUSSIA PA)

PA

12/01/2008 - 02/18/2014

UBS FINANCIAL SERVICES INC. (CONSHOHOCKEN PA)

PA

04/02/2007 - 12/02/2008

MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)

PA

06/02/2006 - 04/02/2007

MORGAN STANLEY DW INC. (WEST CONSHOHOCKEN PA)

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Licenses & Designations

BOTH

Issued 10/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 06/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Honer.
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