Karen M Chancy

Employer firm

Intellus Advisors, LLC CRD 332883

$1.35B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 09/2024
  Raymond James & Associates, Inc.
  Naples, FL
• 10/2024 → Present
  Intellus Advisors
  Naples, FL

Previous Registrations

• 2013-02-13 → 2024-10-07
  Raymond James & Associates, Inc.
  Naples, FL
  Naples, FL
• 2006-01-17 → 2013-02-13
  Morgan Keegan & Company, Llc
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Fort Myers, FL
  Fort Myers, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Bonita Springs, FL
  Bonita Springs, FL
• 2001-03-22 → 2006-01-25
  Legg Mason Wood Walker, Incorporated
  Bonita Springs, FL

Other Businesses

(1)Chancy Ventures, LLC: 100% ownership through the Karen M Chancy Trust DTD 12/10/19; 3076 Terramar Drive, Naples, FL 34119; Provides Management Services; Managing Membe; Start Date: 8/2/2024; Hours per Month: 5-10; Hours While Market Open: 1-5; Provides management, strategy, and corporate oversight of Intellus Advisors, LLC (2)Name of Business: Farias, Nancy Address: 3076 Terramar Drive, Naples, FL, 34119, United States Activity Type: Control Person Position/Title: Other (Named Only) Investment Related: Yes Start Date: 06/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. Successor Trustee (3) Intellus Advisors, LLC: 50% ownership through Chancy Ventures, LLC; 8889 Pelican Bay Blvd, Suite 102, Naples, FL 34108; Registered Investment Advisor; CEO and Managing Partner; The LLC was formed 6/23/2017, became an operating business this year; Hours per Month: 160-200; Hours While Market Open: 120-130; Provide financial advice, financial planning, and investment management for families and businesses (4) Rental Property; 5944 Sand Wedge Lane #1101, Naples, FL 34110 (condo address); Condo Rental; hours /mo-0, hours market open-0

Exams

• S66 Uniform Combined State Law Examination
  2000-04-11

Designations

• Certified Financial Planner

Other Names

• Karen M Chancy