Nicholas Charles Chason

Current Employers

Employment History

• 04/2013 → 05/2020
  Guardian Life Insurance Co Of America / Strategic Wealth Group
  Tallahassee, FL
• 05/2013 → 05/2020
  Park Avenue Securities Llc
  Tallahassee, FL
• 05/2020 → 07/2025
  Massmutual
  Tallahassee, FL
• 05/2020 → 07/2025
  Mml Investors Services
  Tallahassee, FL
• 07/2025 → Present
  Lpl Financial Llc
  Tallahassee, FL
• 07/2025 → Present
  Pw Advisors, Llc Dba Proper Wealth
  Tallahassee, FL

Previous Registrations

• 2020-05-28 → 2025-07-21
  Mml Investors Services, Llc
  Tampa, FL
  Tallahassee, FL
  Tallahassee, FL
• 2013-11-08 → 2020-06-04
  Park Avenue Securities Llc
  Tallahassee, FL
  Tallahassee, FL
  Tallahassee, FL

Other Businesses

1) 07/21/2025 -PW Financial - Inv Related- DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date: 07/21/2025 - 159 Hrs/Mth - 6-8 Hrs During Trading. 2) 07/21/2025- Proper Holdings [owns office building 3233 Thomasville Tallahassee, FL 32308] - Real Estate Rental - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 - 0 Hrs/Mth - 0 Hrs During 3) 07/21/2025 - Proper Accounting - Business Entity For Tax/Investment Purposes Only - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 - 8 Hours/Month - 2 Hours During Trading. 4) 07/21/2025- Proper Insurance Advisors dba Proper Insurance - Insurance Agency - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 -8 Hours/Month - 2 Hours During Trading. 5) 07/21/2025- Nicholas Chason via dba Proper Wealth LLC - Non-Variable Insurance - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 -10 Hours/Month - 2 Hours During Trading. 6) 07/21/2025- Proper Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date:07/15/2025 -30 Hours/Month - 6 Hours During Trading. 7) 07/21/2025- PWL Holdings - Business Entity For Tax/Investment Purposes Only - Not Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 - 2 Hours/Month - 0 Hours During Trading. 8) 07/21/2025- Proper Insurance Advisors - Non-Variable Insurance - Property & Casualty - Inv Related - Tallahassee, FL - OBA Start Date: 07/15/2025 - 8 Hours/Month - 2 Hours During Trading. 9) 07/23/2025 - Proper Wealth LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:07/21/2025 - 159 Hrs/Mth - 6-8 Hrs During Trading. 10) 07/23/2025 - PW Advisors LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:07/15/2025 - 8 Hrs/Mth - 2 Hrs During Trading.I provide investment advisory services through PW Advisors LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 8 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-08

Other Names

• Nick Chason
• Nicholas C Chason
• Nick C Chason
• Nicholas Charles Chason
• Nicholas Chason