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RIA / WealthAdvisor30 years in industry

MALCOLM GREENE CHACE

Advisor at CANTON HATHAWAY LLC

PROVIDENCE, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15b61e96-b6aa-b2df-0eaa-26c8dbd1b8b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Sep 29, 1997 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Malcolm Greene Chace

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CANTON HATHAWAY LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 8, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 8, 1996
First registration: Sep 29, 1997
Dual registered: no
Other names: MALCOLM GREENE CHACE|MALCOLM GERRNE CHACE|MALCOLM G, CHACE|MALCOLM GREENE CHACE
IAPD individual key: 2117049

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CANTON HATHAWAY LLC	Independent wealth	Aug 16, 2018	n/a	yes	PROVIDENCE, RI	Current employment
WHALEROCK POINT PARTNERS, LLC	Independent wealth	Mar 27, 2015	Aug 7, 2018	no	WEST PALM BEACH, FL	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Sep 16, 2009	Mar 4, 2013	no	PROVIDENCE, RI	Previous registration
BALDWIN WEALTH PARTNERS, LLC	Independent wealth	Sep 29, 1997	Sep 25, 2012	no	PROVIDENCE, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WHALEROCK POINT PARTNERS, LLC	CANTON HATHAWAY LLC	Aug 7, 2018	Aug 16, 2018	9	Firm change	RIA to new firm
OPPENHEIMER & CO. INC.	WHALEROCK POINT PARTNERS, LLC	Mar 4, 2013	Mar 27, 2015	753	Firm change after gap	Other
BALDWIN WEALTH PARTNERS, LLC	OPPENHEIMER & CO. INC.	Sep 25, 2012	Sep 16, 2009	-1,105	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
140781:297527:FL:2018-07-24	Aug 7, 2018	Aug 16, 2018	WEST PALM BEACH, FL	Firm change

Relationships

Registered with (4)

→ CANTON HATHAWAY LLCRegistered adviserregistration: current employment
Aug 16, 2018 to presentfactForm ADV
→ WHALEROCK POINT PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 27, 2015 to Aug 7, 2018factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Sep 16, 2009 to Mar 4, 2013factForm ADV
→ BALDWIN WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 29, 1997 to Sep 25, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15b61e96-b6aa-b2df-0eaa-26c8dbd1b8b2
First observed: Sep 29, 1997
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MALCOLM GREENE CHACE

Advisor at CANTON HATHAWAY LLC

PROVIDENCE, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15b61e96-b6aa-b2df-0eaa-26c8dbd1b8b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CANTON HATHAWAY LLC

Independent wealth

Aug 16, 2018

n/a

yes

PROVIDENCE, RI

Current employment

WHALEROCK POINT PARTNERS, LLC

Independent wealth

Mar 27, 2015

Aug 7, 2018

WEST PALM BEACH, FL

Previous registration

OPPENHEIMER & CO. INC.

Bd affiliated wealth

Sep 16, 2009

Mar 4, 2013

PROVIDENCE, RI

Previous registration

BALDWIN WEALTH PARTNERS, LLC

Independent wealth

Sep 29, 1997

Sep 25, 2012

PROVIDENCE, RI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WHALEROCK POINT PARTNERS, LLC

CANTON HATHAWAY LLC

Aug 7, 2018

Aug 16, 2018

Firm change

RIA to new firm

OPPENHEIMER & CO. INC.

WHALEROCK POINT PARTNERS, LLC

Mar 4, 2013

Mar 27, 2015

753

Firm change after gap

Other

BALDWIN WEALTH PARTNERS, LLC

OPPENHEIMER & CO. INC.

Sep 25, 2012

Sep 16, 2009

-1,105

Firm change after gap

Other

Team

Left

Joined

From

Kind

140781:297527:FL:2018-07-24

Aug 7, 2018

Aug 16, 2018

WEST PALM BEACH, FL

Firm change