Steven M. Davidowitz

CHANCELLOR FINANCIAL GROUP WB LP

Wilkes-barre, PA 18701

Some features on this profile are disabled

CRD#: 4761539

Professional summary

Steven Michael Davidowitz is a registered financial advisor currently at CHANCELLOR FINANCIAL GROUP WB LP located in Wilkes-barre, Pennsylvania.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Steven has worked at 4 firms and has passed the Series 66, 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. JIBS EQUITIES, NANTICOKE, PA; LIMITED PARTNER;(25%); 0 HOURS 2. DVD PARTNERS, NANTICOKE, PA; LIMITED PARTNER; (1%); 0 HOURS 3. PENN FOOTWEAR, NANTICOKE, PA; OWNER; (7%); 0 HOURS I HOLD VARIOUS TRADITIONAL APPOINTMENTS WITH VARIOUS TRADITIONAL COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Davidowitz'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

July 9, 2015 - Present

CHANCELLOR FINANCIAL GROUP WB LP

Office #1: 60 Public Square Suite 600, Wilkes-barre, PA 18701

RIA

CRD#: 159563

Wilkes-barre, PA

Past

January 31, 2007 - December 31, 2008

SPC

RIA

CRD#: 110692

WILKES BARRE, PA

Past

April 4, 2005 - July 6, 2015

PARKLAND SECURITIES, LLC

CRD#: 115368

WILKES BARRE, PA

Past

November 17, 2004 - March 22, 2005

FIRST SECURITY INVESTMENTS, INC.

CRD#: 24035

KINGSTON, 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".

CHANCELLOR FINANCIAL GROUP WB LP

CHANCELLOR FINANCIAL GROUP | JSB FINANCIAL, LLC | CHANCELLOR FINANCIAL GROUP WB LP | CHANCELLOR FINANCIAL GROUP LP

CRD#: 159563 / SEC#: 801-117707

RIA

Registered Investment Advisory firm - (12/2/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/10/2019 Terminated)

Texas

Registered Investment Advisory firm - (3/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(7/9/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/8/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/6/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/2004

General Securities Representative Examination

Current Firm

CHANCELLOR FINANCIAL GROUP WB LP

CHANCELLOR FINANCIAL GROUP | JSB FINANCIAL, LLC | CHANCELLOR FINANCIAL GROUP WB LP | CHANCELLOR FINANCIAL GROUP LP

CRD#: 159563 / SEC#: 801-117707

RIA

Registered Investment Advisory firm - (12/2/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/10/2019 Terminated)

Texas

Registered Investment Advisory firm - (3/21/2017 Terminated)

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

60 Public Square Suite 600, Wilkes-barre, PA 18701

Mailing Address

Phone number

(570) 822-4475

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,404
AUM (Assets Under Management)	$ 216,108,289

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.

Similar Advisors

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Mary Ann Ferreira

THE ENSEMBLE TEAM

IAR

SEATTLE, WA

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Steven M. Davidowitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Davidowitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHANCELLOR FINANCIAL GROUP WB LP

SPC

PARKLAND SECURITIES, LLC

FIRST SECURITY INVESTMENTS, INC.

Primary Firm SEC Registration

CHANCELLOR FINANCIAL GROUP WB LP

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2014

SIE

Date: 7/6/2015

Series 7

Date: 4/20/2004

Current Firm

CHANCELLOR FINANCIAL GROUP WB LP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANCELLOR FINANCIAL GROUP WB LP

TRUST BUT VERIFY

Similar Advisors