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Chestnut Street Investment Counsel, LLC CRD 309741
$120M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
144 East Chestnut Street, Lancaster, PA 17602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-21 |
Branch Locations
144 East Chestnut Street, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atwater Malick | Lancaster | PA | 03/2019 | 07/2019 |
| Wheatland Advisors | Lancaster | PA | 09/1998 | 03/2019 |
| Vulopas & Associates Daily Money Management | Lancaster | PA | 09/2012 | 03/2019 |
| Financial Advisory Services, Llc | Hanover | PA | 09/2019 | 07/2020 |
| Chestnut Street Investment Counsel, Llc | Lancaster | PA | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-09 |
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