Stuart Chamberlin
Stuart Chamberlin is a registered investment advisor at Sound Income Strategies, LLC, based in Fort Lauderdale, FL, with 25 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 24,757 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Income Strategies (SIS) manages investment portfolios for a fee based on the value of your portfolio. The annual fee can be up to 1.75% of the value of your portfolio. For a limited group of clients with special needs, the fee can be up to 2.0%. The fee is usually billed monthly, but can be negotiated to be billed quarterly. If SIS uses a third-party investment manager for part of your portfolio, you won't pay any extra fees.
Location
500 E. Broward Blvd (Unmanned office location), Suite 500, Fort Lauderdale, FL, 33394
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2022Customer Dispute
April 2001Customer Dispute
April 1992Other Business ActivitiesSells Insurance
Stuart is an insurance agent offering fixed and life insurance products through Chamberlin Financial Inc. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Cabot Lodge Securities LLCBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Sal Financial Services, INC.Broker
American Investment Services, INC.Broker
Sovereign Equity Management CORP.Broker
Comprehensive Capital CORP.Broker
Corporate Securities Group, INC.Broker
Huberman Securities CORP.Broker
J. W. Gant & Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.