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Candace Chapman
THIRD AVENUE MANAGEMENT LLC
NEW YORK, NY 10017-5704
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CRD#: 1638122
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Professional summary
Candace Chapman is a registered financial advisor currently at THIRD AVENUE MANAGEMENT LLC located in New York, New York.
Candace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Candace has worked at 3 firms and has passed the Series 65, Series 63, SIE 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.
1) Third Avenue Management LLC; Atlanta, GA; Investment Related; Began 03/01/2021; Investments; Marketing Consultant; Sell international mutual fund to institutional and retail investors; 80 hours per month 2) Candace Chapman; Atlanta, GA; Non-investment Related; Began 01/01/2004; rental property; Owner; rental income; 10 hours per month 3) C2 & Associates Ltd.; Investment Related; Atlanta, GA; Marketing Consulting; Marketing Consultant; 1/22 Start Date; 10 hours per month, 0 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Candace Chapman'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
September 9, 2021 - Present
THIRD AVENUE MANAGEMENT LLC
Office #1: 6 Grand Central At 666 Third Avenue Suite 1040, New York, NY 10017-5704RIA
CRD#: 107545
NEW YORK, NY
Past
March 25, 2021 - October 27, 2022
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
PORTLAND, ME
Past
May 17, 2014 - January 29, 2021
FIRST DOMINION CAPITAL CORP.
BD
CRD#: 16330
RICHMOND, VA
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".
TA
THIRD AVENUE MANAGEMENT LLC
EQSF ADVISERS INC | THIRD AVENUE VALUE INCOME ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE REAL ESTATE OPPORTUNITIES MANAGEMENT LLC (RELYING ADVISER) | THIRD AVENUE OPPORTUNITY MANAGEMENT LLC (RELYING ADVISER) | THIRD AVENUE MONTEREY FUND ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE MANAGEMENT LLC | THIRD AVENUE INTERNATIONAL VALUE ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE GLOBAL VALUE ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE EMERGING MARKETS ADVISERS LLC (RELYING ADVISER)
CRD#: 107545 / SEC#: 801-27792
RIA
Registered Investment Advisory firm - (8/29/1986 Approved)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
New York(9/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
THIRD AVENUE MANAGEMENT LLC
EQSF ADVISERS INC | THIRD AVENUE VALUE INCOME ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE REAL ESTATE OPPORTUNITIES MANAGEMENT LLC (RELYING ADVISER) | THIRD AVENUE OPPORTUNITY MANAGEMENT LLC (RELYING ADVISER) | THIRD AVENUE MONTEREY FUND ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE MANAGEMENT LLC | THIRD AVENUE INTERNATIONAL VALUE ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE GLOBAL VALUE ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE EMERGING MARKETS ADVISERS LLC (RELYING ADVISER)
CRD#: 107545 / SEC#: 801-27792
RIA
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Contact information
Main Address
6 Grand Central At 666 Third Avenue Suite 1040, New York, NY 10017-5704
Mailing Address
Phone number
(212) 888-5222
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 1,361,149,259 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
