Peter L. Chamberlain

BRC MANAGEMENT LLC

Windermere, FL

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CRD#: 821379

Professional summary

Peter Lynn Chamberlain, who also goes by Pete Chamberlain, Peter L Chamberlain, is a registered financial advisor currently at BRC MANAGEMENT LLC located in Windermere, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Peter has worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pete Chamberlain | Peter L Chamberlain

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. BR Chamberlain Foundation for Public Enrichment, Inc. is a public charitable foundation located at 3602 Mission Lane, Bonifay, FL 32425. This business in non investment-related. Mr. Chamberlain is president and devotes 2-3 hours month to the business. 2. FOLL Holding Company LLC is a holding company for the Chamberlain family farm located at 4221 Tullie Road, Graceville, FL 32440. This business is non investment-related. Mr. Chamberlain is partner and devotes 2-3 hours per month to the business. 3. Jackson Property Aquisition LLC is a holding company for property aquisitions by BR Chamberlain Foundation for Public Enrichment, Inc located at 3602 Mission Lane, Bonifay, FL 32425. This is a non investment related busines. Mr Chamberlain is president and devotes 0 hours per month to the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Lynn 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®

None

Experience

Current

April 10, 2012 - Present

BRC MANAGEMENT LLC

RIA

CRD#: 159827

Windermere, FL

Past

September 9, 2011 - November 30, 2011

SUMMIT WEALTH PARTNERS, LLC

RIA

CRD#: 134620

ORLANDO, FL

Past

August 18, 1993 - July 11, 2002

REPUBLIC SECURITIES OF AMERICA,INC.

CRD#: 14209

ORLANDO, FL

Past

May 12, 1993 - November 30, 2011

SUMMIT WEALTH MANAGEMENT, INC

RIA

CRD#: 105714

OCOEE, FL

Past

June 10, 1991 - December 31, 1993

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

February 5, 1987 - March 6, 1990

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

March 13, 1986 - February 11, 1987

THE ADVISORS GROUP, INC.

CRD#: 14035

Past

December 18, 1984 - March 3, 1986

THE ADVISORS GROUP, INC.

CRD#: 14035

Past

June 14, 1983 - January 7, 1985

FIRST PARK EQUITIES, INC.

CRD#: 5269

Past

November 20, 1979 - June 16, 1983

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

Past

April 4, 1977 - July 11, 1979

BMMG CAPITAL CORP.

CRD#: 7304

Past

April 19, 1976 - May 1, 1977

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

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
(4/10/2012)

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

IAR

Series 65

Date: 9/5/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/8/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/1984

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 4/12/1976

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/10/1986

General Securities Principal Examination

Current Firm

BRC MANAGEMENT LLC

BRC MANAGEMENT LLC | CHAMBERLAIN, PETER L

CRD#: 159827 / SEC#:

Florida

Registered Investment Advisory firm - (4/10/2012 Approved)

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Contact information

Main Address

Windermere, FL

Mailing Address

Phone number

(407) 575-4436

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 91,363,488

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Georgia	ERA - Withdrawn	2/11/2022

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

Peter L. Chamberlain

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Lynn Chamberlain's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH PARTNERS, LLC

REPUBLIC SECURITIES OF AMERICA,INC.

SUMMIT WEALTH MANAGEMENT, INC

IFG NETWORK SECURITIES, INC.

FSC SECURITIES CORPORATION

THE ADVISORS GROUP, INC.

THE ADVISORS GROUP, INC.

FIRST PARK EQUITIES, INC.

GUARDIAN INVESTOR SERVICES LLC

BMMG CAPITAL CORP.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/1995

Series 63

Date: 6/8/1985

Series 7

Date: 8/18/1984

Series 1

Date: 4/12/1976

Series 24

Date: 2/10/1986

Current Firm

BRC MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

BRC MANAGEMENT LLC

TRUST BUT VERIFY

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