# MASTERS LEGACY PLANNING, INC.

MASTERS LEGACY PLANNING, INC. of SOMERS POINT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 120905
- Type: SEC-registered investment adviser
- SEC file number: 801-62822
- Location: 501 BAY AVENUE, SUITE 202, SOMERS POINT, NJ, 08244
- Phone: 609-601-9850
- Latest filing: 2009-05-08
- Regulatory AUM: $8.4M
- Discretionary AUM: $6.8M
- Non-discretionary AUM: $1.5M
- Clients: 6
- Accounts: 53

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MACMICHAEL MATTHEW PACE | VICE PRESIDENT | — |
| MACMICHAEL JOSEPH WILLIAM | CHAIRMAN | — |
| CHAMBERLAIN TODD CHRISTOPHER | CCO; CHIEF COMPLIANCE OFFICER; PRESIDENT (+2 more) | — |
| CHAMBERLAIN ROBERT JOSEPH | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120905/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120905/similar
- Related entities: https://search.stillhousedata.com/firm/120905/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120905

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.