Angela Bean has been an investment adviser representative at Chartered Advisory Group since June 2011, and is not listed among the firm’s executive officers or direct owners.
Chartered Advisory Group, Inc. is a Chadds Ford, PA firm with $128M under management, 283 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Angela M. Bean is Executive Vice President & Advisor of Chartered Advisory Group, based in Chadds Ford, Pennsylvania. She joined Chartered in 2001 and has been licensed since 2005. She serves on the Planning Team and as Co-Director of Client Service.
- Chartered Advisory GroupCurrent– present · 15 yearsChadds Ford, PA · Adviser representative · Firm CRD 116517
Investment adviser representative registrations
Angela Bean is registered as an investment adviser representative in 3 states. The first approvals date from June 2011; the most recent are Delaware and Maryland, in August 2011.
- DelawareSince 15 August 2011
- MarylandSince 15 August 2011
- PennsylvaniaSince 14 June 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 June 2011 |
| Series 7 | General Securities Representative Examination | 5 May 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 November 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Angela M Bean
- CRD
- 4442993
- Firm
- Chartered Advisory Group · CRD 116517
- Office
- 130 COMMONS CT, Chadds Ford, PA 19317-9724
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- charteredadvisorygroup.com
Where does Angela Bean work?
Angela Bean is an investment adviser representative registered through Chartered Advisory Group, Inc. since June 2011, and is not listed among the firm’s executive officers or direct owners.
Is Angela Bean a financial advisor?
Yes. Angela Bean has a current investment-adviser registration in Delaware, Maryland and Pennsylvania, through Chartered Advisory Group since June 2011.
How many years of experience does Angela Bean have?
Angela Bean has 20 years in the financial industry, since November 2005, across 1 adviser firm.
What exams has Angela Bean passed?
Angela Bean has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 2005. FINRA credited Angela Bean with the SIE, which began in October 2018.
Where is Angela Bean based?
Angela Bean’s registered office is in Chadds Ford, PA.
Is Angela Bean registered with FINRA?
No. Angela Bean has no current broker registration.
How can I verify Angela Bean’s record?
Search CRD 4442993 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angela Bean’s full registration record.
