AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BC

Barbara H. Chacour

PENBROOK MANAGEMENT LLC
NEW YORK, NY 10022
Some features on this profile are disabled
CRD#: 245666
BC

Professional summary


Barbara Hill Chacour, who also goes by Barbara Jean Hill, is a registered financial advisor currently at PENBROOK MANAGEMENT LLC located in New York, New York and BEECH HILL SECURITIES, INC. located in New York, New York.

Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1966. Barbara has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 16, PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Barbara Jean Hill

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.
PORTFOLIO MANAGER FOR PENBROOK MGMT., LLC, A REGISTERED INVESTMENT ADVISOR LOCATED AT 880 THIRD AVENUE, NEW YORK, NY 10022. START DATE 4/2010 - PRESENT. DUTIES INCLUDE TRADING AND MONEY MANAGEMENT. DEVOTE APPROXIMATELY 20+ HOURS PER WEEK TO THIS BUSINESS DURING TRADING HOURS. BEECH HILL SECURITIES, INC. 880 THIRD AVENUE, NEW YORK, NY - SEC REGISTERED BROKER-DEALER AND MEMBER OF FINRA. REGISTERED REPRESENTATIVE. START DATE 9/2013 - PRESENT. DEVOTE APPROXIMATELY 8 HOURS PER WEEK DURING TRADING HOURS TO THIS BUSINESS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Barbara Hill Chacour's CRS (Customer Relationship Summary).
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®
None

Experience


Current

August 23, 2021 - Present

PENBROOK MANAGEMENT LLC

Office #1: 880 Third Avenue, New York, NY 10022
RIA
CRD#: 127269
NEW YORK, NY
Current

September 26, 2013 - Present

BEECH HILL SECURITIES, INC.

Office #1: 880 Third Avenue 16th Floor, New York, NY 10022
BD
CRD#: 24771
New York, NY
Past

November 1, 2005 - October 2, 2013

BREAN CAPITAL, LLC

BD
CRD#: 23723
NEW YORK, NY
Past

January 11, 1985 - March 14, 2006

BREAN MURRAY & CO., INC.

BD
CRD#: 7541
NEW YORK, NY
Past

November 21, 1984 - August 7, 1996

BREAN MURRAY & CO., INC.

BD
CRD#: 7541
Past

July 2, 1980 - December 18, 1984

JSC SECURITIES, INC.

BD
CRD#: 475
Past

March 22, 1966 - July 20, 1980

FAHNESTOCK INTERNATIONAL INC.

BD
CRD#: 279

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".
PM
PENBROOK MANAGEMENT LLC
PENBROOK MANAGEMENT LLC

CRD#: 127269 / SEC#: 801-63460

RIA
Registered Investment Advisory firm - (8/27/2004 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
District of Columbia
(10/2/2013)
RR
Florida
(9/26/2013)
RR
Maine
(1/23/2020)
RR
Massachusetts
(1/13/2015)
RR
New Jersey
(1/7/2020)
RR
New York
(9/26/2013)
IAR
New York
(8/23/2021)
RR
Tennessee
(9/26/2013)
RR
Virginia
(10/2/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 9/3/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 12/7/1998
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
PC
Date: 8/31/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 5/17/1965
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


PM
PENBROOK MANAGEMENT LLC
PENBROOK MANAGEMENT LLC

CRD#: 127269 / SEC#: 801-63460

RIA
Registered Investment Advisory firm - (8/27/2004 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
880 Third Avenue 16th Floor, New York, NY 10022
Mailing Address
Phone number
(212) 792-6952
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PENBROOK FIRM BROCHURE ADV 2A (10/8/2025)

Regulatory assets under management


Total Number of Accounts175
AUM (Assets Under Management)$ 169,783,102

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


PENBROOK MANAGEMENT LLC

CRD#: 127269New York, NY 10022

TRUST BUT VERIFY

Monitor Barbara Chacour

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.