Ana Roumenova Carter
Financial PrincipalChapin Davis, IncCRD 4424794
About Ana Roumenova Carter
Ana Roumenova Carter is listed as Financial Principal at Chapin Davis, Inc in Baltimore, MD. Form ADV reports a beneficial ownership band of Under 5%. Ana Roumenova Carter is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Chapin Davis, Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Ana Roumenova Carter work?
Ana Roumenova Carter is listed as Financial Principal at Chapin Davis, Inc on SEC Form ADV.
How much of Chapin Davis, Inc does Ana Roumenova Carter own?
Form ADV reports a beneficial ownership band of Under 5%.
Chapin Davis, Inc
| Title | Financial Principal |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Rogan & Associates, Inc.
| Title | Finop |
| Ownership | Under 5% |
| Control person | No |
| Since | 2019 |
Fortress Private Ledger, LLC
| Title | Finop/Cfo/Pfo/Poo |
| Ownership | Under 5% |
| Control person | No |
| Since | 2018 |
World Investments, Inc.
| Title | Finop |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |