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RIA / WealthAdvisor31 years in industry

RENEE SUE DAVIES

Advisor at CHAPEL BRIDGE WEALTH ADVISORS

SAN JUAN, PR | DORADO, PR | DELAWARE, OH

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Search this name across graphsid dfx:ria:3eba8b1b-636c-8e87-d575-20d0b1075c5b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Dec 21, 1994 to Sep 15, 2026

Across DFX

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

Private Equityidentity

Renee Sue Davies

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: CHAPEL BRIDGE WEALTH ADVISORS
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: Dec 21, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 21, 1994
Dual registered: no
Other names: RENEE SUE SHUPP|RENEE S SHUPP
IAPD individual key: 2542603

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
CHAPEL BRIDGE WEALTH ADVISORS	Independent wealth	Mar 26, 2021	n/a	yes	SAN JUAN, PR\|DELAWARE, OH\|DORADO, PR	Current employment

Relationships

Registered with (1)

→ CHAPEL BRIDGE WEALTH ADVISORSRegistered adviserregistration: current employment
Mar 26, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3eba8b1b-636c-8e87-d575-20d0b1075c5b
First observed: Dec 21, 1994
Last observed: Sep 15, 2026 6 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.

RENEE SUE DAVIES

Advisor at CHAPEL BRIDGE WEALTH ADVISORS

SAN JUAN, PR | DORADO, PR | DELAWARE, OH

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:3eba8b1b-636c-8e87-d575-20d0b1075c5b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CHAPEL BRIDGE WEALTH ADVISORS

Independent wealth

Mar 26, 2021

n/a

yes

SAN JUAN, PR|DELAWARE, OH|DORADO, PR

Current employment