MD
Meg E. Davidson
CHICAGO PARTNERS INVESTMENT GROUP LLC
Goodyear, AZ
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CRD#: 1374172
MD
Professional summary
Meg Ellen Davidson is a registered financial advisor currently at CHICAGO PARTNERS INVESTMENT GROUP LLC located in Goodyear, Arizona.
Meg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Meg has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE APPLICANT IS THE PRESIDENT AND 51% SHAREHOLDER OF EARLWICK, INC., AN ILLINOIS CORPORATION WHO IS GENERAL PARTNER OF BORTHWICK PARTNERS FUND LIMITED PARTNERSHIP ORGANIZED UNDER THE REVISED UNIFORM LIMITED PARTNERSHIP ACT OF ILLINOIS IN 1989.
CRS (Client Relationship Summary) - RIA
Click below to view Meg Ellen Davidson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 15, 2024 - Present
CHICAGO PARTNERS INVESTMENT GROUP LLC
RIA
CRD#: 147662
Goodyear, AZ
Past
March 28, 2012 - December 31, 2024
BORTHWICK ASSOCIATES, INC.
RIA
CRD#: 10416
BURR RIDGE, IL
Past
February 17, 1988 - March 4, 2005
BORTHWICK ASSOCIATES, INC.
BD
CRD#: 10416
CHICAGO, IL
Past
December 24, 1986 - January 21, 1987
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
Past
April 25, 1986 - January 2, 1987
BORTHWICK ASSOCIATES, INC.
BD
CRD#: 10416
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC
CRD#: 147662 / SEC#: 801-69500
RIA
Registered Investment Advisory firm - (8/14/2008 Approved)Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(3/19/2025)
IAR
Texas(11/15/2024)
IAR
Wisconsin(11/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC
CRD#: 147662 / SEC#: 801-69500
RIA
Registered Investment Advisory firm - (8/14/2008 Approved)Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 North Wacker Drive Suite 4075, Chicago, IL 60606
Mailing Address
Phone number
(312) 284-6363
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,713 |
| AUM (Assets Under Management) | $ 5,958,850,183 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 10/11/2024 | ||
| 03/11/2024 | ||
| 04/25/2023 |
Red Flags
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