Co-Manager, Chief Financial Officer · Intellus Advisors, LLC
Karen M Chancy
CRD 3149625 · Named on Form ADV at one SEC-registered adviser
At a glance
Intellus Advisors, LLC, an SEC-registered wealth manager based in Naples, FL with $1.4 billion in regulatory assets, lists Karen M Chancy on its Form ADV as Co-Manager, Chief Financial Officer, a control person.
Firms and roles
- Intellus Advisors, LLCCo-Manager, Chief Financial OfficerWealth manager · Naples, FL · $1.4B in regulatory assets
AtlasMembers
Karen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Kearsley B. LewisCo-Manager, Chief Executive Officer, Intellus Advisors, LLC
- Andrew S WarningChief Compliance Officer, Intellus Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.