Charles F. Chamberlin

TELOS CAPITAL MANAGEMENT

San Diego, CA 92128-4310

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CRD#: 3002808

Professional summary

Charles Frederick Chamberlin, CFA is a registered financial advisor currently at TELOS CAPITAL MANAGEMENT, INC. located in San Diego, California.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Charles has worked at 5 firms and has passed the Series 63, Series 3, Series 7 and Series 4 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Frederick Chamberlin's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

January 13, 2009 - Present

TELOS CAPITAL MANAGEMENT, INC.

Office #1: 13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310

RIA

CRD#: 149108

San Diego, CA

Past

July 11, 2007 - December 8, 2008

HOKANSON ASSOCIATES, INC.

RIA

CRD#: 104617

SOLANA BEACH, CA

Past

July 11, 2007 - December 31, 2008

A&M INVESTMENT MANAGEMENT

RIA

CRD#: 125126

SAN DIEGO, CA

Past

June 1, 1998 - November 20, 2006

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

March 18, 1998 - June 1, 1998

JACK WHITE & COMPANY, INC.

CRD#: 7645

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".

TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108 / SEC#: 801-69837

RIA

Registered Investment Advisory firm - (1/7/2009 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

California
(1/13/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/31/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 9/22/1999

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/17/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 12/1/1998

Registered Options Principal Examination

Current Firm

TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108 / SEC#: 801-69837

RIA

Registered Investment Advisory firm - (1/7/2009 Approved)

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Contact information

Main Address

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310

Mailing Address

Phone number

(858) 271-6350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TELOS CAPITAL MANAGEMENT, INC. FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	2,322
AUM (Assets Under Management)	$ 1,415,056,947

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Charles F. Chamberlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Frederick Chamberlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOKANSON ASSOCIATES, INC.

A&M INVESTMENT MANAGEMENT

TD AMERITRADE, INC.

JACK WHITE & COMPANY, INC.

Primary Firm SEC Registration

TELOS CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/31/1998

Series 3

Date: 9/22/1999

Series 7

Date: 3/17/1998

Series 4

Date: 12/1/1998

Current Firm

TELOS CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TELOS CAPITAL MANAGEMENT, INC.

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