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Nicholas Charles Chason

CRD 6183474  ·  Proper Wealth  ·  Tallahassee, FL

IA RegisteredBroker

Also appears in the source record as: Nicholas C Chason; Nicholas Chason; Nick C Chason; Nick Chason

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Active
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm
Proper Wealth
Firm CRD
336499
SEC number
801-132980
Assets under management
$131.8M as of Apr 15, 2026
Website
www.linkedin.com/company/properwealth ↗
Phone
(850) 972-9725
Firm location
Tallahassee, FL, 32308

Employment history (2)

From the source registration record · current first

  • Lpl Financial LLCCurrent
    Tallahassee, FL · IA capacity
    start not retrieved → present
  • Proper WealthCurrent
    Tallahassee, FL · IA capacity
    start not retrieved → present

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.