Stuart Chaussée & Associates, Inc.

Stuart Chaussée & Associates, Inc. (CRD# 112105) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $363,563,647 in 454 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
468 North Camden Drive, Beverly Hills, CA 90210
http://www.preservingwealth.com
By the Numbers
  • Total Assets Under Management
    364
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $800,801
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Stuart Chaussée & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stuart Chaussee, financial advisor Palos Verdes Estates CA
Stuart D. Chaussee
CRD#: 1507106
Palos Verdes Estates, CA

Stuart Chaussee (CRD# 1507106) is an Investment Advisor Representative working at Stuart Chaussée & Associates, Inc. in Palos Verdes Estates, CA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals