TC
Todd C. Chamberlain
MASTERS LEGACY PLANNING
Linwood, NJ 08221
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CRD#: 2378880
TC
Professional summary
Todd Christopher Chamberlain is a registered financial advisor currently at MASTERS LEGACY PLANNING located in Linwood, New Jersey.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Todd has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Waterway Holdings Group, LP ("Waterway") - owner. Limited partnership that owns business holdings of Todd Chamberlain. Not investment related. Not conducted at branch. 2. Thorough Steward, Inc., - president. General partner of Waterway. Not investment related. Not conducted at branch. 3. 650 New Road Associates, LLC - owner (wholly owned by Waterway). Commercial real estate company which owns the building leased to MLP3, LLC (branch office building) Investment related. Not conducted at branch. 4. 650 Admin, LLC - owner (wholly owned by Waterway). Accounting and administrative company that provides support services to affiliated businesses, unaffiliated businesses, and clients of MLP3, LLC (investment advisory company). Investment related. Not conducted at branch. 5. OC Waterparks Ops, LLC - owner (partially owned by Waterway). Entertainment operating company; not investment related; not conducted at branch 6. 226 Realty Mgr, LLC, - owner (partially owned by Waterway). General partner of 226 Realty, LP . Not investment related. Not conducted at branch. 7. 226 Realty, LP - owner. Entity that owns various commercial real estate holding companies. . Not investment related. Not conducted at branch. 8. Harvest Woodbine, LLC - owner (partially owned by Waterway). Entity that owns farmland. Not investment related. Not conducted at branch. 9. Masters Legacy Planning, Inc. - owner. Entity currently offers no services.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Christopher Chamberlain's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 16, 2018 - Present
MASTERS LEGACY PLANNING
Office #1: 650 New Road Suite B, Linwood, NJ 08221RIA
CRD#: 296314
Linwood, NJ
Past
October 5, 2005 - October 26, 2018
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
LINWOOD, NJ
Past
February 11, 2005 - June 7, 2013
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
LINWOOD, NJ
Past
November 12, 2002 - November 24, 2003
CHAMBERLAIN FINANCIAL SERVICES, INC.
RIA
CRD#: 120910
SOMERS POINT, NJ
Past
November 12, 2002 - June 20, 2016
MASTERS LEGACY PLANNING, INC.
RIA
CRD#: 120905
LINWOOD, NJ
Past
September 2, 1998 - February 14, 2005
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, WI
Past
June 23, 1994 - September 2, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
August 4, 1993 - August 30, 1993
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ML
MASTERS LEGACY PLANNING
MASTERS LEGACY PLANNING | MLP3, LLC
CRD#: 296314 / SEC#: 801-113681
RIA
Registered Investment Advisory firm - (7/25/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(7/16/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
ML
MASTERS LEGACY PLANNING
MASTERS LEGACY PLANNING | MLP3, LLC
CRD#: 296314 / SEC#: 801-113681
RIA
Registered Investment Advisory firm - (7/25/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
650 New Road Suite B, Linwood, NJ 08221
Mailing Address
Phone number
(609) 601-0800
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 242,145,863 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/29/2025 | ||
| 01/10/2025 | ||
| 03/29/2024 | ||
| 01/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MASTERS LEGACY PLANNING
CRD#: 296314Linwood, NJ 08221TRUST BUT VERIFY
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Contact information
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