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Todd Christopher Chamberlain

Investment adviser representative at Masters Legacy Planning
28 yearsExperience
1 stateRegistered in
$248.1MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

28 years in the industry.

  1. Masters Legacy PlanningJul 2018 to now
  2. Mlp3, LLCJun 2018 to now
  3. Chamberlain Financial ServicesSep 1998 to now
  4. Commonwealth Financial NetworkFeb 2005 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Masters Legacy Planning

Legal name: Mlp3, LLC

$248.1MAssets managed
146Clients
2Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2378880
Firm CRD
296314
Advisor's SEC record (opens in a new tab)
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