Steven Allan Kurzweil
Investment adviser representative at Chapin Davis Asset Management
14 yearsExperience
2 statesRegistered in
$642.8MFirm assets
16 yearsFirm in business
Are you Steven Allan Kurzweil? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Chapin Davis, Inc.May 2007 to now
- Cambridge Investment Research Advisors, Inc.Mar 2021 to Mar 2021
- Cambridge Investment Research, Inc.Mar 2021 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Chapin Davis Asset Management
Legal name: Chapin Davis, Inc
$642.8MAssets managed
555Clients
18Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4159732
- Firm CRD
- 28116