Chairman of the Board, CEO · Chapin Davis Asset Management
Talbot Jones IV Albert
CRD 1620715 · Named on Form ADV at one SEC-registered adviser
At a glance
Chapin Davis Asset Management, an SEC-registered broker-dealer firm based in Baltimore, MD with $643 million in regulatory assets, lists Talbot Jones IV Albert on its Form ADV as Chairman of the Board, CEO, a control person.
Firms and roles
- Chapin Davis Asset ManagementChairman of the Board, CEOBroker-dealer firm · Baltimore, MD · $643M in regulatory assets
AtlasMembers
Talbot’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Talbot’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Elisabeth Albert HayesDirector/shareholder, Chapin Davis Asset Management
- Thomas Allen BrubakerDirector, Chapin Davis Asset Management
- Michael Anthony GalantinoPresident/director, Chapin Davis Asset Management
- Robert James KaehlerChief Compliance Officer, Chapin Davis Asset Management
- Keith Lawrence MurrayDirector, Chapin Davis Asset Management
1 more person named with Talbot on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Talbot’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.