linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sammy Michael Barsa

Chapin, Davis

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sammy? Claim Your Profile

About Sammy Michael Barsa

Sammy Michael Barsa is a financial advisor with Chapin, Davis and has been working in the financial industry since 1990. Sammy holds licenses in 14 states and is registered with FINRA as a General Securities Representative. Sammy has experience in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Sammy Barsa 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

other

Concessions paid by issuers of securities sold to clients

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sammy Barsa’s Registration & Firm History

NJ

06/27/2016 - Present

Chapin, Davis (MENDHAM NJ)

NJ

10/26/2007 - 06/23/2016

NATIONS FINANCIAL GROUP, INC. (MENDHAM TOWNSHIP NJ)

NJ

07/23/2002 - 11/02/2007

A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)

NY

12/11/1990 - 07/17/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Sammy Michael Barsa is right for you?

Licenses & Designations

IA

Issued 05/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Sammy Michael Barsa. Review regulatory record here.
Not sure if Sammy Michael Barsa is right for you?