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EC

Eugene P. Chaas

DELAWARE AVENUE ADVISORS
Buffalo, NY 14209
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CRD#: 1941712
EC

Professional summary


Eugene Peter Chaas, CFA, who also goes by Eugene Chaas, Gene Chaas, Peter Chaas, is a registered financial advisor currently at DELAWARE AVENUE ADVISORS INC. located in Buffalo, New York.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Eugene has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 51 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eugene Chaas | Gene Chaas | Peter Chaas

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 advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eugene Peter Chaas'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®
CFA

Experience


Current

June 6, 2022 - Present

DELAWARE AVENUE ADVISORS INC.

Office #1: 1207 Delaware Avenue #suite 202, Buffalo, NY 14209
RIA
CRD#: 160020
Buffalo, NY
Past

December 21, 2021 - December 31, 2021

DELAWARE AVENUE ADVISORS INC.

RIA
CRD#: 160020
BUFFALO, NY
Past

July 3, 1997 - January 4, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BUFFALO, NY
Past

May 1, 1989 - July 8, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
(6/6/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/2/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DA
DELAWARE AVENUE ADVISORS INC.
DELAWARE AVENUE ADVISORS INC. | THE STRATEGIC ADVISORS INCORPORATED | THE STRATEGIC ADVISORS

CRD#: 160020 / SEC#:

New York
Registered Investment Advisory firm - (6/6/2022 Approved)
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Contact information


Main Address
1207 Delaware Avenue #suite 202, Buffalo, NY 14209
Mailing Address
Phone number
(716) 633-4372
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts70
AUM (Assets Under Management)$ 26,500,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DELAWARE AVENUE ADVISORS INC.

CRD#: 160020Buffalo, NY 14209

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