DC
David J. Chorba
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CHARLESTON, SC
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CRD#: 4466203
DC
Professional summary
David J Chorba, CIMA®, who also goes by David J Chorba Jr, is a registered financial advisor currently at MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST located in Charleston, South Carolina and DELAWARE DISTRIBUTORS, L.P. located in Philadelphia, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David J Chorba Jr
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.
CHALK SHOT LLC, 1140 IDBURY LN, CHARLESTON, SC 29414, PRESIDENT/OWNER, SELL GOLF INSTRUCTION INVENTION, 4 HRS OR LESS/WK. 08/2013
CRS (Client Relationship Summary) - RIA
Click below to view David J Chorba'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®
Experience
Current
April 20, 2020 - Present
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
Office #2: 610 Market Street, Philadelphia, PA 19106RIA
CRD#: 105390
CHARLESTON, SC
Current
January 5, 2010 - Present
DELAWARE DISTRIBUTORS, L.P.
Office #1: 610 Market St 100 Independence, Philadelphia, PA 19106BD
CRD#: 14232
Philadelphia, PA
Past
January 7, 2010 - April 20, 2020
DELAWARE CAPITAL MANAGEMENT ADVISERS, INC
RIA
CRD#: 152237
PHILADELPHIA, PA
Past
February 6, 2004 - December 31, 2009
LINCOLN FINANCIAL DISTRIBUTORS, INC.
RIA
CRD#: 145
CHARLESTON, SC
Past
January 9, 2002 - December 31, 2009
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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".
MI
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CPG FUND ADVISERS | VANTAGE INVESTMENT ADVISERS | MACQUARIE PRIVATE FUND ADVISERS | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | MACQUARIE INVESTMENT MANAGEMENT ADVISERS | MACQUARIE ASSET ADVISERS | MACQUARIE ALTERNATIVE STRATEGIES | DELAWARE MANAGEMENT COMPANY | DELAWARE MANAGEMENT BUSINESS TRUST | DELAWARE LINCOLN INVESTMENT ADVISERS | DELAWARE LINCOLN CASH MANAGEMENT | DELAWARE INVESTMENTS FUND ADVISERS | DELAWARE CAPITAL MANAGEMENT
CRD#: 105390 / SEC#: 801-32108
RIA
Registered Investment Advisory firm - (5/31/1988 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
Alabama(4/28/2014)
RR
Alaska(4/28/2014)
RR
Arizona(4/28/2014)
RR
Arkansas(4/28/2014)
RR
California(4/28/2014)
RR
Colorado(4/28/2014)
RR
Connecticut(4/28/2014)
RR
Delaware(4/28/2014)
RR
District of Columbia(4/28/2014)
RR
Florida(4/28/2014)
RR
Georgia(4/28/2014)
RR
Hawaii(4/28/2014)
RR
Idaho(4/28/2014)
RR
Illinois(4/28/2014)
RR
Indiana(4/28/2014)
RR
Iowa(4/28/2014)
RR
Kansas(4/28/2014)
RR
Kentucky(4/28/2014)
RR
Louisiana(4/28/2014)
RR
Maine(4/28/2014)
RR
Maryland(4/28/2014)
RR
Massachusetts(4/28/2014)
RR
Michigan(4/28/2014)
RR
Minnesota(4/28/2014)
RR
Mississippi(4/28/2014)
RR
Missouri(4/28/2014)
RR
Montana(4/28/2014)
RR
Nebraska(4/28/2014)
RR
Nevada(4/28/2014)
RR
New Hampshire(4/28/2014)
RR
New Jersey(4/28/2014)
RR
New Mexico(4/28/2014)
RR
New York(4/28/2014)
RR
North Carolina(1/5/2010)
RR
North Dakota(4/28/2014)
RR
Ohio(4/29/2014)
RR
Oklahoma(4/28/2014)
RR
Oregon(4/28/2014)
RR
Pennsylvania(8/31/2012)
IAR
Pennsylvania(4/20/2020)
RR
Puerto Rico(4/28/2014)
RR
Rhode Island(4/28/2014)
RR
South Carolina(1/5/2010)
IAR
South Carolina(4/20/2020)
RR
South Dakota(4/28/2014)
RR
Tennessee(4/28/2014)
RR
Texas(4/28/2014)
RR
Utah(4/28/2014)
RR
Vermont(4/28/2014)
RR
Virgin Islands(4/28/2014)
RR
Virginia(4/28/2014)
RR
Washington(4/28/2014)
RR
West Virginia(4/28/2014)
RR
Wisconsin(4/28/2014)
RR
Wyoming(4/28/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CPG FUND ADVISERS | VANTAGE INVESTMENT ADVISERS | MACQUARIE PRIVATE FUND ADVISERS | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | MACQUARIE INVESTMENT MANAGEMENT ADVISERS | MACQUARIE ASSET ADVISERS | MACQUARIE ALTERNATIVE STRATEGIES | DELAWARE MANAGEMENT COMPANY | DELAWARE MANAGEMENT BUSINESS TRUST | DELAWARE LINCOLN INVESTMENT ADVISERS | DELAWARE LINCOLN CASH MANAGEMENT | DELAWARE INVESTMENTS FUND ADVISERS | DELAWARE CAPITAL MANAGEMENT
CRD#: 105390 / SEC#: 801-32108
RIA
Registered Investment Advisory firm - (5/31/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
610 Market Street, Philadelphia, PA 19106
Mailing Address
Phone number
(215) 255-2300
Established
Firm type
Fiscal year end
# of Employees
598
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 317 |
| AUM (Assets Under Management) | $ 164,320,917,908 |
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.
