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Patrick Chevalier

Simplicity Wealth

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About Patrick Chevalier

Patrick Chevalier is a financial advisor with over 3 years of experience in the financial services industry. Patrick is currently registered with Simplicity Wealth and Edward Jones. Patrick is also an independent insurance agent and provides Insurance & Annuity solutions. Patrick is registered in Texas and holds the Series 66, SIE, and Series 7 licenses. Patrick is experienced in providing financial planning, educational seminars, and portfolio management services for businesses and individuals.

Firm Information

Patrick Chevalier is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Chevalier’s Registration & Firm History

TX

04/13/2023 - Present

Simplicity Wealth (Houston TX)

TX

09/19/2018 - 10/05/2021

EDWARD JONES (SUGAR LAND TX)

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Licenses & Designations

BOTH

Issued 10/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Patrick Chevalier. Review regulatory record here.
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