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NC

Nicole R. Chamberlain

CHRONOS WEALTH MANAGEMENT, L.L.C.
Clearwater, FL 33756
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CRD#: 4883977
NC

Professional summary


Nicole Renee Chamberlain, who also goes by Nicole Kolb Chamberlain, Nicole Renee Gay, Nicole Kolb Gay, Nicole Renee Kolb, is a registered financial advisor currently at CHRONOS WEALTH MANAGEMENT, L.L.C. located in Clearwater, Florida.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nicole has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nicole Kolb Chamberlain | Nicole Renee Gay | Nicole Kolb Gay | Nicole Renee Kolb

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) Licensed Independent Insurance Agent; Investment-related; Clearwater, FL; Position: Insurance Agent; Start Date 05/2007; 0 hours/month; 0 hours/month during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Nicole Renee Chamberlain'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®
None

Experience


Current

March 16, 2023 - Present

CHRONOS WEALTH MANAGEMENT, L.L.C.

Office #1: 1432 Court Street, Clearwater, FL 33756
RIA
CRD#: 299782
Clearwater, FL
Past

June 1, 2009 - February 23, 2023

MORGAN STANLEY

RIA
CRD#: 149777
St. Petersburg, FL
Past

June 1, 2009 - February 23, 2023

MORGAN STANLEY

BD
CRD#: 149777
St. Petersburg, FL
Past

September 29, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ST. PETERSBURG, FL
Past

February 8, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
ST. PETERSBURG, FL

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".
CW
CHRONOS WEALTH MANAGEMENT, L.L.C.
CHRONOS WEALTH MANAGEMENT, L.L.C.

CRD#: 299782 / SEC#: 801-116711

RIA
Registered Investment Advisory firm - (5/30/2019 Approved)
Florida
Registered Investment Advisory firm - (6/3/2019 Terminated)
Louisiana
Registered Investment Advisory firm - (6/5/2019 Terminated)

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
Florida
(3/16/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CHRONOS WEALTH MANAGEMENT, L.L.C.
CHRONOS WEALTH MANAGEMENT, L.L.C.

CRD#: 299782 / SEC#: 801-116711

RIA
Registered Investment Advisory firm - (5/30/2019 Approved)
Florida
Registered Investment Advisory firm - (6/3/2019 Terminated)
Louisiana
Registered Investment Advisory firm - (6/5/2019 Terminated)
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Contact information


Main Address
1432 Court Street, Clearwater, FL 33756
Mailing Address
Phone number
(727) 446-2306
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-CHRONOS WEALTH MANAGEMENT, L.L.C. (10/23/2025)

Regulatory assets under management


Total Number of Accounts515
AUM (Assets Under Management)$ 247,744,116

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.

Company Information


CHRONOS WEALTH MANAGEMENT, L.L.C.

CRD#: 299782Clearwater, FL 33756

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