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Karen M Chancy

Co-Manager, Chief Financial OfficerIntellus Advisors, LLCCRD 3149625

About Karen M Chancy

Karen M Chancy is listed as Co-Manager, Chief Financial Officer at Intellus Advisors, LLC in Naples, FL. Form ADV reports a beneficial ownership band of Under 5%. Karen M Chancy is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Intellus Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Karen M Chancy work?

Karen M Chancy is listed as Co-Manager, Chief Financial Officer at Intellus Advisors, LLC on SEC Form ADV.

How much of Intellus Advisors, LLC does Karen M Chancy own?

Form ADV reports a beneficial ownership band of Under 5%.

Intellus Advisors, LLC

TitleCo-Manager, Chief Financial Officer
OwnershipUnder 5%
Control personYes
Since2024
View Intellus Advisors, LLC →

Intellus Advisors, LLC

TitleTrustee
OwnershipOver 75%
Control personYes
Since2019
View Intellus Advisors, LLC →