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Thomas Nelson Thibeault

Chapin, Davis

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About Thomas Nelson Thibeault

Thomas Nelson Thibeault is a financial professional with over 28 years of experience in the industry. Thomas has been with Chapin, Davis since October 2009. Thomas has a wide range of experience in the financial industry, including experience with UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated.

Firm Information

Thomas Thibeault 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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Thomas Thibeault’s Registration & Firm History

MD

10/16/2009 - Present

Chapin, Davis (BALTIMORE MD)

MD

01/24/2007 - 10/06/2009

UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)

NY

01/13/2001 - 07/24/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

NA

02/08/1994 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BC

Issued 08/30/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1990

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Nelson Thibeault.
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