Career
Brian Fetterolf has been Director of Chartwell Investment Partners since September 2024. Brian Fetterolf is a control person of the firm and directly owns under 5% of it. Brian Fetterolf holds a BA — Bucknell University, a JD — Boston College Law School and an MBA — University of Pittsburgh.
Chartwell Investment Partners, LLC is a Berwyn, PA firm with $13B under management, 340 clients and 19 advisers in one office, as of its May 2026 filing.
TriState Capital Bank’s biography says Brian Fetterolf joined the company in 2009 after working at Macquarie Capital and LaSalle Bank/Bank of America.
No adviser firm registrations are on Brian Fetterolf’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 March 2017 |
| Series 24 | General Securities Principal Examination | 9 November 2016 |
| Series 7 | General Securities Representative Examination | 1 June 2016 |
- Name
- Compliance Officer Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Brian Fetterolf
- CRD
- 5647967
- Firm bio
- tristatecapitalbank.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Brian Fetterolf work?
Brian Fetterolf has been Director of Chartwell Investment Partners, LLC since September 2024, and is a control person of the firm.
Does Brian Fetterolf have a current investment-adviser registration?
Brian Fetterolf has a current broker registration and no current investment-adviser registration.
What exams has Brian Fetterolf passed?
Brian Fetterolf has passed 4 licensing exams: the Series 7, Series 24, Series 63 and Series 14. The earliest, the Series 7, was passed in June 2016. FINRA credited Brian Fetterolf with the SIE, which began in October 2018.
Leadership at Chartwell Investment Partners
- Rebekah PowersChief Compliance Officer
- James GetzDirector
- Timothy HarkinsDirector
- Matthew JohnsonDirector
- Edward Rick IVDirector
- Susan WalzerDirector
- Christine WilliamsDirector
- Eric WilwantDirector