NC
Nicholas C. Chason
PROPER WEALTH
TALLAHASSEE, FL 32308
Some features on this profile are disabled
CRD#: 6183474
NC
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 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nicholas C Chason | Nicholas Chason | Nick C Chason | Nick Chason | Nicholas Charles Chason
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)07/21/2025 -PW Financial - Inv Related- DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date: 07/21/2025 - 159 Hrs/Mth - 6-8 Hrs During Trading. 2) 07/21/2025- Proper Holdings [owns office building 3233 Thomasville Tallahassee, FL 32308] - Real Estate Rental - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 - 0 Hrs/Mth - 0 Hrs During 3) 07/21/2025 - Proper Accounting - Business Entity For Tax/Investment Purposes Only - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 - 8 Hours/Month - 2 Hours During Trading. 4) - 07/21/2025- Proper Insurance Advisors dba Proper Insurance - Insurance Agency - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 -8 Hours/Month - 2 Hours During Trading. 5) - 07/21/2025- Nicholas Chason via dba Proper Wealth LLC - Non-Variable Insurance - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 -10 Hours/Month - 2 Hours During Trading. 6) - 07/21/2025- Proper Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date:07/15/2025 -30 Hours/Month - 6 Hours During Trading. 7) - 07/21/2025- PWL Holdings - Business Entity For Tax/Investment Purposes Only - Not Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 - 2 Hours/Month - 0 Hours During Trading. 8) - 07/21/2025- Proper Insurance Advisors - Non-Variable Insurance - Property & Casualty - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 - 8 Hours/Month - 2 Hours During Trading. 9) 07/23/2025 - Proper Wealth LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:07/21/2025 - 159 Hrs/Mth - 6-8 Hrs During Trading. 10) 07/23/2025 - PW Advisors LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:07/15/2025 - 8 Hrs/Mth - 2 Hrs During Trading.I provide investment advisory services through PW Advisors LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 8 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Charles Chason'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 24, 2025 - Present
PROPER WEALTH
Office #1: 3233 Thomasville Road, Tallahassee, FL 32308RIA
CRD#: 336499
TALLAHASSEE, FL
Current
July 21, 2025 - Present
LPL FINANCIAL LLC
Office #1: 3233 Thomasville, Tallahassee, FL 32308RIA
BD
CRD#: 6413
TALLAHASSEE, FL
Past
May 28, 2020 - July 21, 2025
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Tallahassee, FL
Past
May 28, 2020 - July 21, 2025
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Tallahassee, FL
Past
November 8, 2013 - June 4, 2020
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
TALLAHASSEE, FL
Past
June 17, 2013 - June 4, 2020
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
TALLAHASSEE, FL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/24/2025)
RR
Alaska(7/21/2025)
RR
Arizona(7/21/2025)
RR
Arkansas(11/4/2025)
RR
California(7/21/2025)
RR
District of Columbia(7/21/2025)
RR
Florida(7/23/2025)
IAR
Florida(7/24/2025)
RR
Georgia(7/21/2025)
RR
Maine(7/21/2025)
RR
Michigan(7/21/2025)
RR
Mississippi(7/21/2025)
RR
New Jersey(7/21/2025)
RR
New York(7/21/2025)
RR
North Carolina(7/21/2025)
RR
Ohio(7/21/2025)
RR
Oregon(7/21/2025)
RR
South Carolina(7/21/2025)
RR
Tennessee(7/21/2025)
RR
Texas(7/21/2025)
RR
Virginia(7/26/2025)
RR
Washington(7/21/2025)
RR
West Virginia(7/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PROPER WEALTH
PROPER WEALTH | PW ADVISORS, LLC | PW ADVISORS
CRD#: 336499 / SEC#: 801-132980
RIA
Registered Investment Advisory firm - (6/23/2025 120-Day Approval)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3233 Thomasville Road, Tallahassee, FL 32308
Mailing Address
Phone number
(850) 972-9725
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 506 |
| AUM (Assets Under Management) | $ 131,250,000 |
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.
