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Rachael Annamarie Deveau

Chapin, Davis

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About Rachael Annamarie Deveau

Rachael Annamarie Deveau is a financial advisor at Chapin, Davis. Rachael has been in the industry since August 9, 2024 and is a Series 7TO and SIE licensed professional. Rachael specializes in financial planning, pension consulting and portfolio management. Chapin, Davis is a well-established firm with a focus on providing personalized financial guidance to individuals, families, and businesses. With a wealth of experience, Chapin, Davis offers a comprehensive range of financial services designed to help clients achieve their financial goals.

Firm Information

Rachael Deveau 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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Rachael Deveau’s Registration & Firm History

MD

08/10/2024 - Present

Chapin, Davis (BALTIMORE MD)

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Licenses & Designations

BC

Issued 08/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/07/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachael Annamarie Deveau.
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