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Peter Chamberlain

32 Years of Experience
Windermere, FL

Peter Chamberlain is a registered investment advisor at Brc Management LLC, based in Windermere, FL, with 32 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 109 clients with $90M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$89.6M
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Location

Windermere, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter is the president of the BR Chamberlain Charitable Foundation. He is also involved with Jackson Property Corp, BRC Transportation LLC, and Foll Holding, which appear to be related to property and transportation.

Employment History
Current Registrations
Brc Management LLC
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Summit Wealth Management, INC
September 2011 - November 2011 · 2 mos
Summit Wealth Management, INC
May 1993 - November 2011 · 18 yrs 6 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.