Steven Davidowitz has been an investment adviser representative at Chancellor Financial Group since July 2015, and is not listed among the firm’s executive officers or direct owners. Steven Davidowitz holds a BA in International Studies from Ohio Wesleyan University, an MA in International Development from The American University and an MBA from Wilkes University.
Chancellor Financial Group LP is a Wilkes-Barre, PA firm with $249M under management, 1,298 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Steven Davidowitz is an Investment Adviser Representative with Chancellor Financial Group. He previously was a Registered Representative with Parkland Securities and First Security Investments. He has served on the boards of Wyoming Valley Montessori School, Temple Israel and Generation to Generation, and served with the Peace Corps in Gabon, Central Africa.
Steven Davidowitz’s longest registration is the current one, 11 years at Chancellor Financial Group since 2015. Before joining Chancellor Financial Group in 2015, Steven Davidowitz was registered through SPC.
- – present · 11 yearsWilkes-Barre, PA · Adviser representative · Firm CRD 159563
- SPC– · 1 yearWilkes Barre, PA · Adviser representative · Firm CRD 110692
Investment adviser representative registrations
Steven Davidowitz is registered as an investment adviser representative in Pennsylvania, since July 2015.
- PennsylvaniaSince 9 July 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 February 2014 |
| Series 7 | General Securities Representative Examination | 20 April 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Michael Davidowitz
- CRD
- 4761539
- Firm
- Chancellor Financial Group · CRD 159563
- Office
- 60 PUBLIC SQUARE, SUITE 600, Wilkes-Barre, PA 18701
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chancellorfinancialgroup.com
Where does Steven Davidowitz work?
Steven Davidowitz is an investment adviser representative registered through Chancellor Financial Group LP since July 2015, and is not listed among the firm’s executive officers or direct owners.
Is Steven Davidowitz a financial advisor?
Yes. Steven Davidowitz has a current investment-adviser registration in Pennsylvania, through Chancellor Financial Group since July 2015.
How many years of experience does Steven Davidowitz have?
Steven Davidowitz has 13 years in the financial industry, since August 2013, across 2 adviser firms.
What exams has Steven Davidowitz passed?
Steven Davidowitz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2004. FINRA credited Steven Davidowitz with the SIE, which began in October 2018.
Where did Steven Davidowitz work before Chancellor Financial Group?
Before Chancellor Financial Group, Steven Davidowitz was registered through SPC, January 2007 to December 2008.
Where is Steven Davidowitz based?
Steven Davidowitz’s registered office is in Wilkes-Barre, PA.
Is Steven Davidowitz registered with FINRA?
No. Steven Davidowitz has no current broker registration.
How can I verify Steven Davidowitz’s record?
Search CRD 4761539 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Davidowitz’s full registration record.
