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Joseph Stuart Davies

Managing MemberChapel Bridge Wealth Advisors, LLCCRD 2510990

About Joseph Stuart Davies

Joseph Stuart Davies is listed as Managing Member at Chapel Bridge Wealth Advisors, LLC in San Juan, PR. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Chapel Bridge Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Stuart Davies work?

Joseph Stuart Davies is listed as Managing Member at Chapel Bridge Wealth Advisors, LLC on SEC Form ADV.

How much of Chapel Bridge Wealth Advisors, LLC does Joseph Stuart Davies own?

Form ADV reports a beneficial ownership band of Over 75%.

Chapel Bridge Wealth Advisors, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2021