Samuel David Chaplin
Investment adviser representative at Penobscot Financial Advisors
11 yearsExperience
1 stateRegistered in
$544.5MFirm assets
9 yearsFirm in business
Are you Samuel David Chaplin? 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
- Seminars and workshops
Experience
11 years in the industry.
- Penobscot Financial AdvisorsMay 2018 to now
- UnemployedDec 2017 to May 2018
- Stone Coast Fund ServicesJul 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (ME).
Penobscot Financial Advisors
Legal name: Penobscot Wealth Management
$544.5MAssets managed
562Clients
8Advisers
9 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
- 7053342
- Firm CRD
- 286211