MC
Michael A. Chisnell
BRUTON CHISNELL ADVISORS
Barberton, OH 44203
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CRD#: 5125517
MC
Professional summary
Michael Anthony Chisnell Jr., CFP®, who also goes by Michael A. Chisnell Jr., is a registered financial advisor currently at BRUTON CHISNELL ADVISORS, LLC located in Barberton, Ohio and VALMARK SECURITIES, INC. located in Downingtown, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael A. Chisnell 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.
1. Ignite Brunswick LTD, a wholly owned subsidiary of IGNITE BREWING COMPANY, LTD. 600 W. TUSCARAWAS AVE. BARBERTON, OH 44203. START DATE 06/2016 POSITION, PARTNER - NOT INVESTMENT RELATED. 80 HOURS A MONTH, 0-2 HOURS DURING TRADING; DUTIES-MARKETING, OPERATIONS, FINANCE/ACCOUNTING, SERVER; COMPENSATION VIA EQUITY/PROFIT DISTRIBUTIONS./// 2. SIX PACK HOLDING COMPANY, LTD. 600 W. TUSCARAWAS AVE. BARBERTON, OH 44203. REAL ESTATE HOLDING COMPANY; START DATE 05/2017 POSITION, PARTNER - NOT INVESTMENT RELATED. LESS THAN 2 HOURS A MONTH, 0-2 HOURS DURING TRADING. DUTIES-FINANCE/ACCOUNTING; COMPENSATION VIA EQUITY/PROFIT DISTRIBUTIONS./// 3. BRUTON CHISNELL ADVISORS, LLC. 521 EAST LANCASTER AVE. DOWNINGTOWN, PA 19335; RIA FIRM; INVESTMENT ADVISOR REPRESENTATIVE./// 4. KIVI Properties, LLC; 21 4th St., NW, Barberton, Ohio 44203; Real Estate holding company for the building leased by Magic City Machine; Manager; NOT Investment Related; Start Date 10/2022; Approximately 1-5 hrs. per month; Yes, clients Father in-law and Mother in-law; No compensation provided for this role./// 5. Magic City Machine, Inc.; 21 4th St., NW, Barberton, Ohio 44203; Machine Shop; Vice-President; NOT Investment Related; Start Date 10/2022; Approximately 1-5 hrs. per month; Yes clients, Father in-law and Mother in-law; No compensation provided for this role./// 6. Tuscora Park Health & Wellness Foundation; Barberton, OH; start 12/2024; Board of Governors & Finance Committee Member; Volunteer supporting mission and vision of the organization; investment related; 1-5 hours/ month; No compensation./
CRS (Client Relationship Summary) - RIA
Click below to view Michael Anthony Chisnell Jr.'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®
CFP®
Start date: 2008
Experience
Current
March 23, 2018 - Present
BRUTON CHISNELL ADVISORS, LLC
Office #1: 86 Conservatory Drive Suite C, Barberton, OH 44203RIA
CRD#: 293192
Barberton, OH
Current
February 7, 2018 - Present
VALMARK SECURITIES, INC.
Office #1: 521 East Lancaster Avenue, Downingtown, PA 19335Office #2: 86 Conservatory Drive Suite C, Barberton, OH 44203BD
CRD#: 31243
Downingtown, PA
Past
February 2, 2018 - March 30, 2018
BRUTON FINANCIAL ADVISORS, LLC
RIA
CRD#: 127181
DOWNINGTOWN, PA
Past
November 12, 2010 - January 17, 2018
SEQUOIA FINANCIAL GROUP, L.L.C.
RIA
CRD#: 117756
AKRON, OH
Past
September 22, 2006 - December 17, 2015
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
AKRON, OH
Past
May 16, 2006 - December 17, 2015
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
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".
BC
BRUTON CHISNELL ADVISORS, LLC
BRUTON CHISNELL ADVISORS, LLC
CRD#: 293192 / SEC#: 801-112682
RIA
Registered Investment Advisory firm - (1/22/2018 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
Colorado(6/5/2025)
RR
Florida(8/23/2023)
RR
Maryland(3/14/2025)
RR
Michigan(5/11/2022)
RR
Nevada(3/22/2023)
RR
New York(5/7/2022)
RR
Ohio(2/7/2018)
IAR
Ohio(3/23/2018)
RR
Pennsylvania(2/16/2018)
IAR
Pennsylvania(3/23/2018)
RR
South Carolina(6/13/2024)
RR
Tennessee(7/15/2022)
RR
Texas(10/31/2019)
RR
Vermont(5/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BC
BRUTON CHISNELL ADVISORS, LLC
BRUTON CHISNELL ADVISORS, LLC
CRD#: 293192 / SEC#: 801-112682
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
521 East Lancaster Avenue, Downingtown, PA 19335
Mailing Address
Phone number
(610) 518-3900
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,583 |
| AUM (Assets Under Management) | $ 755,343,812 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
