Chase Polly
Advisor at Capital Analysts
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Analysts
Location
Chambersburg, PA 17201
Credentials
Series 63, Series 65
Industry experience
13 years
About
Chase Polly is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Horace Mann Investors, Inc., First Choice Insurance & Financial Services, Capital Analysts, and Lincoln Investment. Outside of his advisory role, Polly serves as treasurer for Boots and Branches Nature School LLC, assisting with financial and business management. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a range of advisory and brokerage services that include custom and model portfolios, third-party manager access, and retirement plan advice.
Client services
Based on Capital Analysts
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Capital Analysts
Tax-loss harvesting
Passive / index investing
Active portfolio management
ESG / Sustainable investing
Fee options
$0+: 1.55% maximum total annual fee for CAAMS Fidelity 403(b) Program (0.30% Capital Analysts management fee + 1.25% maximum Financial Advisor fee) $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Programs $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Model and Client Custom Portfolios (fee negotiable by individual Advisor)
Fee-only: Advisory fees based on a percentage of assets under management, negotiable up to maximums (e.g., 1.25% max for Financial Advisor Fee). No commissions.
Location
430 Epic Drive
Chambersburg, PA 17201
Most active in
Chase P has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
P.S. Insurance Agency, LLC
2022 - Present (4 years)
Capital Analysts
2022 - Present (4 years)
Lincoln Investment
2022 - Present (4 years)
First Choice Insurance & Financial Services
2014 - Present (12 years)
Horace Mann Investors, Inc
2012 - 2022 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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