Nicholas Charles Chason
Professional Summary
Nicholas Charles Chason, who also goes by Nicholas C Chason, Nicholas Chason, Nick C Chason, Nick Chason, Nicholas Charles Chason, is a registered financial advisor currently at PROPER WEALTH located in Tallahassee, Florida and LPL FINANCIAL LLC located in Tallahassee, Florida. Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Nicholas has worked at 4 firms and has passed the Series 66, SIE...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nicholas C Chason, Nicholas Chason, Nick C Chason, Nick Chason, Nicholas Charles Chason
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FALCON WEALTH PLANNING, LLC
LPL FINANCIAL LLC
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
13 years in the financial services industry
Current & Past Employments
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FALCON WEALTH PLANNING, LLC
LPL FINANCIAL LLC
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Current Firm
PROPER WEALTH | PW ADVISORS, LLC | PW ADVISORS
Contact Information
Main Address
3233 Thomasville Road, Tallahassee, FL 32308Phone Number
(850) 972-9725# of Employees
7SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
500AUM (Assets Under Management)
$131,822,610Similar Advisors
FALCON WEALTH PLANNING, LLC
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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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
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Primary Firm SEC Registration
PROPER WEALTH | PW ADVISORS, LLC | PW ADVISORS
State Registrations and Notice Filings
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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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Charles Chason's CRS (Customer Relationship Summary).
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FALCON WEALTH PLANNING, LLC
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