Nicholas Charles Chason
Investment adviser representative at Proper Wealth
13 yearsExperience
2 statesRegistered in
$131.8MFirm assets
1 yearFirm in business
Are you Nicholas Charles Chason? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Proper WealthJul 2025 to now
- LPL Financial LLCJul 2025 to now
- Pw Advisors, LLC dba Proper WealthJul 2025 to now
- MassmutualMay 2020 to Jul 2025
- MML Investors ServicesMay 2020 to Jul 2025
- Park Avenue Securities LLCMay 2013 to May 2020
- Guardian Life Insurance Co of America / Strategic Wealth GroupApr 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Proper Wealth
Legal name: Pw Advisors, LLC
$131.8MAssets managed
496Clients
4Advisers
1 yearIn 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
- 6183474
- Firm CRD
- 336499