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Tyree Lavon Chapman

McLean Asset Management Corp.

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About Tyree Lavon Chapman

Tyree Lavon Chapman is a registered investment advisor representative with McLean Asset Management Corp. Tyree has been in the industry for over three years and has experience working with various firms, including Fidelity Brokerage Services LLC and Equitable Advisors, LLC. Tyree holds Series 7TO and Series 66 licenses and the Securities Industry Essentials Examination. Tyree focuses on working with clients to develop personalized financial plans and provides portfolio management for both individuals and businesses.

Firm Information

Tyree Chapman is currently registered with McLean Asset Management Corp.. McLean Asset Management Corp. is a registered investment advisor based in Tysons, Virginia. The firm offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles. McLean Asset Management Corp. has approximately $819.2 million in regulatory assets under management.
McLean Asset Management Corp.

1900 GALLOWS ROAD

TYSONS, VA 22182

$819.20M

Assets Under Management

2

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Tyree Chapman’s Registration & Firm History

VA

08/19/2024 - Present

McLean Asset Management Corp. (TYSONS VA)

KY

11/18/2021 - 04/03/2024

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

NJ

05/22/2021 - 10/07/2021

EQUITABLE ADVISORS, LLC (WOODBRIDGE NJ)

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Licenses & Designations

BOTH

Issued 07/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyree Lavon Chapman.
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