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Todd Christopher Chamberlain

Investment Adviser Representative at MASTERS LEGACY PLANNING

Linwood, NJCRD #2378880Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/18/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 8/13/1993
Series 7
General Securities Representative Examination
Passed 8/3/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

Masters Legacy Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MASTERS LEGACY PLANNINGCurrent
7/16/2018 – Linwood, NJ
COMMONWEALTH FINANCIAL NETWORK
10/5/2005 – 10/26/2018Linwood, NJ
MASTERS LEGACY PLANNING, INC.
11/12/2002 – 6/20/2016Linwood, NJ
CHAMBERLAIN FINANCIAL SERVICES, INC.
11/12/2002 – 11/24/2003Somers Point, NJ

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MASTERS LEGACY PLANNING

1 other advisor in the directory

Jacob R. Mack
Investment Adviser Representative
Dual-registered
View MASTERS LEGACY PLANNING firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Christopher Chamberlain has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.