Thomas James O'day
Investment adviser representative at Chancellor Financial Group Wb LP
10 yearsExperience
1 stateRegistered in
$249.3MFirm assets
6 yearsFirm in business
Are you Thomas James O'day? 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
Experience
10 years in the industry.
- Chancellor Financial Group Wb LPAug 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Chancellor Financial Group Wb LP
Legal name: Chancellor Financial Group LP
$249.3MAssets managed
1,298Clients
6Advisers
6 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
- 6695196
- Firm CRD
- 159563