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Michael David Chamberlain

CHAMBERLAIN FINANCIAL PLANNING, LLC·SANTA CRUZ, California
CHAMBERLAIN FINANCIAL PLANNING, LLC
125 MISSION STREET, SANTA CRUZ, CA 95060CRD# 2611857Firm CRD# 142879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Chamberlain · SANTA CRUZ, CA
Registration
CRD #2611857 · CHAMBERLAIN FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Michael David Chamberlain is a registered financial advisor based in SANTA CRUZ, California, affiliated with CHAMBERLAIN FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CHAMBERLAIN FINANCIAL PLANNING, LLC
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT
AUM
$321M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CHAMBERLAIN FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Hourly charges
Subscription fees
Other: ANNUAL RETAINER
Regulatory
SEC/IARD CRD# 2611857
Firm CRD# 142879
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael David Chamberlain offer?
Michael David Chamberlain specializes in Financial Planning, Investment Management. Contact their office in SANTA CRUZ, California for a consultation.
What are Michael David Chamberlain's credentials?
Michael David Chamberlain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael David Chamberlain located?
Michael David Chamberlain is based in SANTA CRUZ, California, working with CHAMBERLAIN FINANCIAL PLANNING, LLC. Their office serves clients in the SANTA CRUZ metropolitan area and surrounding communities.
How does Michael David Chamberlain charge for services?
Michael David Chamberlain's firm is compensated through hourly charges, subscription fees, other: annual retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAMBERLAIN FINANCIAL PLANNING, LLC?
CHAMBERLAIN FINANCIAL PLANNING, LLC has approximately 4 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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