TrueAdvisor
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SC
ChFC
SC
ChFC

Stuart Chamberlin

Sound Income Strategies, LLC
25 Years of Experience
Fort Lauderdale, FL
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Stuart Chamberlin is a ChFC-designated 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 24,757 clients with $4.2B in assets under management.

Sound Income Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
24,757 clients
Average Client Portfolio
$169K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are up to 1.75% annually for standard investment management, and up to 2.0% for clients requiring specialized family office or special needs services. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 E. Broward Blvd (Unmanned office location), Suite 500, Fort Lauderdale, FL, 33394

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2022
Settled
Customer Dispute
April 2001
Award / Judgment
Customer Dispute
April 1992
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Cabot Lodge Securities LLCBroker
May 2013 - July 2013 · 2 mos
Asset & Financial Planning, LTD
November 2011 - September 2012 · 10 mos
Prime Capital Services, INC.Broker
October 2011 - September 2012 · 11 mos
J P Turner & Company Capital Management, LLC
March 2010 - August 2011 · 1 yr 5 mos
J.P. Turner & Company, L.L.C.Broker
March 2010 - August 2011 · 1 yr 5 mos
Gunnallen Financial, INC
June 2003 - March 2010 · 6 yrs 9 mos
Gunnallen Financial, INCBroker
November 2002 - March 2010 · 7 yrs 4 mos
Sal Financial Services, INC.Broker
May 2002 - October 2002 · 5 mos
American Investment Services, INC.Broker
July 1997 - May 2002 · 4 yrs 10 mos
Sovereign Equity Management CORP.Broker
June 1996 - May 1997 · 11 mos
Comprehensive Capital CORP.Broker
August 1995 - June 1996 · 10 mos
Corporate Securities Group, INC.Broker
July 1989 - January 1991 · 1 yr 6 mos
Huberman Securities CORP.Broker
April 1989 - August 1989 · 4 mos
J. W. Gant & Associates, INC.Broker
August 1988 - April 1989 · 8 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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