PC
Paul J. Chew
BROWN ADVISORY
Baltimore, MD 21231-3340
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CRD#: 2651132
PC
Professional summary
Paul Joseph Chew is a registered financial advisor currently at BROWN ADVISORY located in Baltimore, Maryland.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Paul has worked at 1 firm .
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.
SERVES ON THE BOARD OF DIRECTORS FOR THE BALTIMORE LIFE COMPANIES EFFECTIVE MAY 2012. BALTIMORE LIFE INSURES MORE THAN 350,000 INDIVIDUALS, FAMILIES AND BUSINESSES IN COMMUNITIES ALL ACROSS AMERICA. THE HOME OFFICE IS LOCATED IN OWINGS MILLS, MARYLAND AND THEY OPERATE IN 49 STATES AND THE DISTRICT OF COLUMBIA. BALTIMORE LIFE DELIVERS PRODUCTS AND SERVICES THAT PROVIDE FINANCIAL PROTECTION TO THE MIDDLE-INCOME SEGMENT OF THE U.S. POPULATION. TIME COMMITMENT DURING TRADING HOURS IS APPROXIMATELY 6 HOURS A QUARTER.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Joseph Chew'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
June 7, 2012 - Present
BROWN ADVISORY
Office #1: 901 South Bond Street Suite 400, Baltimore, MD 21231-3340RIA
CRD#: 110181
Baltimore, MD
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".
BA
BROWN ADVISORY
BEATY HAYNES & ASSOCIATES, INC. | BROWN ADVISORY LLC | BROWN ADVISORY | BEATY HAYNES LLC | BEATY HAYNES & PATTERSON INC
CRD#: 110181 / SEC#: 801-38826
RIA
Registered Investment Advisory firm - (6/7/1991 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
Delaware(6/7/2012)
IAR
Massachusetts(6/12/2012)
IAR
North Carolina(6/7/2012)
Exams
Current Firm
BA
BROWN ADVISORY
BEATY HAYNES & ASSOCIATES, INC. | BROWN ADVISORY LLC | BROWN ADVISORY | BEATY HAYNES LLC | BEATY HAYNES & PATTERSON INC
CRD#: 110181 / SEC#: 801-38826
RIA
Registered Investment Advisory firm - (6/7/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
901 South Bond Street Suite 400, Baltimore, MD 21231-3340
Mailing Address
Phone number
(410) 537-5400
Established
Firm type
Fiscal year end
# of Employees
733
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,921 |
| AUM (Assets Under Management) | $ 121,936,354,796 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/21/2025 | ||
| 10/28/2024 | ||
| 01/24/2024 | ||
| 10/27/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
