Michael Ed Reynolds

Employer firm

Chapin, Davis CRD 28116

$643M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 12/2022
  Boenning & Scattergood Inc
  West Conshohocken, PA
• 12/2022 → Present
  Chapin Davis Investments
  Bala Cynwyd, PA

Previous Registrations

• 2012-02-21 → 2022-12-02
  Boenning & Scattergood, Inc.
  West Conshohocken, PA
  West Conshohocken, PA
  West Conshohocken, PA
• 2002-10-18 → 2012-02-24
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA
  West Conshohocken, PA
  Conshohocken, PA

Other Businesses

Trustee beginning June 2019 for Special Needs Trust, responsibilities include investment related decisions; devotes approximately 2 hours/month during business hours. // Chapin Davis Insurance, Inc. / investment related / 1411 Clarkview Road, Baltimore, MD 21209 / Insurance Annuity Sales / Sales Agent / Agent / 12-2-2022 start date / 4 hours per month / 4 hours during securities trading hours / sales and service of variable and fixed insurance products. // Marth Storck Special Needs Trust / investment related / 2 Bala Plaza Suite 604, Bala Cynwyd, PA 19044 / Special Needs trust / Trustee / 6-1-2019 / 20 hours a month during trading hours / Management of assets, file tax returns, and distribution of funds to trust beneficiary // Benjamin J Sifel Trust / investment related / 2 Bala Plaza Suite 604, Bala Cynwyd, PA 19044 / Irrevocable Trust / Trustee / 12-17-2018 / 20 hours a month during trading hours / manage assets and pay bills on behalf of the trust with trust assets.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant