AdvisorOS Directory
Claim Profile
Unclaimed Profile
PC

Philip Shihling Chao

NEXUS338, LLC·CABIN JOHN, Maryland
Series 7, Series 24, Series 63, Series 65CFP22 years registeredNEXUS338, LLC
6409 81ST STREET, CABIN JOHN, MD 20818CRD# 1048866Firm CRD# 315250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Shihling Chao · CABIN JOHN, MD
Registration
CRD #1048866 · NEXUS338, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

WORLD INVESTMENT ADVISORS, LLC
Oct 2022 – present
NEXUS338
Sep 2021 – present
EXPERIENTIAL WEALTH, INC.
Mar 2004 – Dec 2022
CABIN JOHN, MD
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 12, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

1997Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
NEXUS338, LLC
CRD 315250 · SEC 801-122274
AUM
$131M
Regulatory assets under management
Employees
1
145 client accounts
Services offered by NEXUS338, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NEXUS338, LLC →
Introduction

Speak with Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Philip is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CABIN JOHN?

Browse all registered financial advisors in CABIN JOHN, Maryland or claim this profile if it's yours.

Browse CABIN JOHN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Philip Shihling Chao offer?
Philip Shihling Chao specializes in Investment Management. Contact their office in CABIN JOHN, Maryland for a consultation.
What are Philip Shihling Chao's credentials?
Philip Shihling Chao holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Philip Shihling Chao located?
Philip Shihling Chao is based in CABIN JOHN, Maryland, working with NEXUS338, LLC. Their office serves clients in the CABIN JOHN metropolitan area and surrounding communities.
How does Philip Shihling Chao charge for services?
Philip Shihling Chao's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXUS338, LLC?
NEXUS338, LLC has approximately 1 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NEXUS338, LLC

Celine Lei Yun Chao
CABIN JOHN, MD

More Advisors in CABIN JOHN, Maryland

Gerald Patrick Price
EXETER TRUST CORP·CABIN JOHN, MD
Philip Edmund Corcoran
CORCORAN GROUP LTD·CABIN JOHN, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile