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CT

Cameron A. Tobias

CHAPEL HILL INVESTMENT ANALYSTS
Greensburg, PA 15601-6913
Some features on this profile are disabled
CRD#: 7279763
CT

Professional summary

Cameron Anthony Tobias, who also goes by Cameron Tobias, is a registered financial advisor currently at CHAPEL HILL INVESTMENT ANALYSTS INC located in Greensburg, Pennsylvania.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Cameron has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cameron Tobias

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Anthony Tobias'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 21, 2020 - Present

CHAPEL HILL INVESTMENT ANALYSTS INC

Office #1: 126 Mathews Street, Suite 1600, Greensburg, PA 15601-6913
RIA
CRD#: 109511
Greensburg, 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".
CH
CHAPEL HILL INVESTMENT ANALYSTS INC
CHAPEL HILL INVESTMENT ANALYSTS INC

CRD#: 109511 / SEC#: 801-57548

RIA
Registered Investment Advisory firm - (6/6/2000 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
Pennsylvania
(7/21/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/10/2020
Uniform Investment Adviser Law Examination

Current Firm

CH
CHAPEL HILL INVESTMENT ANALYSTS INC
CHAPEL HILL INVESTMENT ANALYSTS INC

CRD#: 109511 / SEC#: 801-57548

RIA
Registered Investment Advisory firm - (6/6/2000 Approved)
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Contact information

Main Address
126 Mathews Street, Suite 1600, Greensburg, PA 15601-6913
Mailing Address
Phone number
(724) 830-2600
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 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

ADV II ENGLISH (3/14/2025)

Regulatory assets under management

Total Number of Accounts3,603
AUM (Assets Under Management)$ 381,356,846

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

CHAPEL HILL INVESTMENT ANALYSTS INC

CRD#: 109511Greensburg, PA 15601-6913

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