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Susan Margaret Chevalier

Tiaa-Cref Individual & Institutional Services, LLC

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About Susan Margaret Chevalier

Susan Chevalier is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Susan is a financial professional with over 19 years of experience in the financial services industry. Susan provides financial advice and portfolio management services to individuals, families, and businesses. Susan is also an adjunct professor at the University of Redlands, where she teaches in the School of Business.

Firm Information

Susan Chevalier is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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other

Compensation from affiliates

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Susan Chevalier’s Registration & Firm History

CA

01/29/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)

CA

06/26/2020 - 01/16/2024

FIDELITY BROKERAGE SERVICES LLC (RANCHO CUCAMONGA CA)

CA

05/10/2016 - 01/15/2019

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

08/20/2005 - 04/19/2016

BOFA DISTRIBUTORS, INC. (LOS ANGELES CA)

NC

07/30/2003 - 08/20/2005

BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 09/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Margaret Chevalier.
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