![Bill Chamberlain](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. William W.
Chamberlain is a Financial Advisor at Chronos Wealth Management LLC.
His passion for working with his clients and helping them obtain their financial goals led him to form his firm, Chronos Wealth Management in 2017.
He is an Accredited Wealth Management Advisor and Portfolio Manager who takes a big picture approach when putting together financial plans and building portfolios for his clients.
His career has been focused on serving the client’s needs in the financial service industry as both an advisor and a branch manager.
Starting out in Atlanta, he built up a business working with clients as an advisor.
After 9 years, he was recruited into management by Smith Barney and Citigroup.
In Atlanta, he worked as assistant manager then continued as the Smith Barney Branch Manager in St. Petersburg in 2004.
In 2010, he joined RBC Wealth Management as the Branch Manager and then transitioned back into the financial advisor roll full time in 2013.
Actieve functies van Bill Chamberlain
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Chronos Wealth Management LLC
![]() Chronos Wealth Management LLC Investment ManagersFinance Chronos Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by William “Bill” Chamberlain in 2017. CWM offers an array of financial and investment planning services to individuals, families and businesses. | Algemeen Directeur | 01-09-2017 |
Eerdere bekende functies van Bill Chamberlain
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RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Corporate Officer/Principal | 01-09-2017 |
Energy Investments, Inc. | Corporate Officer/Principal | 01-09-2017 |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 01-11-2009 |
Citigroup Alternative Investments LLC
![]() Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Corporate Officer/Principal | 01-06-2009 |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 5 |
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Citigroup Alternative Investments LLC
![]() Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Finance |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
Energy Investments, Inc. | |
Chronos Wealth Management LLC
![]() Chronos Wealth Management LLC Investment ManagersFinance Chronos Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by William “Bill” Chamberlain in 2017. CWM offers an array of financial and investment planning services to individuals, families and businesses. | Finance |