Patrick Chevalier

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 09/2021
  Edward Jones
  Katy, TX
• 05/2009 → 07/2018
  H-E-B Food & Drug Co.
  Houston, TX
• 10/2021 → 02/2023
  Rwm Capital, Llc
  Sugar Land, TX
• 04/2023 → Present
  Simplicity Wealth
  Houston, TX
• 03/2023 → Present
  Chevalier Wealth & Associates
  Houston, TX

Previous Registrations

• 2021-10-04 → 2023-02-03
  Rwm Capital, Llc
  Sugar Land, TX
• 2018-10-12 → 2021-10-05
  Edward Jones
  Katy, TX
  St Louis, MO
  Katy, TX
  Sugar Land, TX

Other Businesses

Chevalier Wealth & Associates; investment related; 1 Riverway Dr., Suite 1700 Houston TX 77056 United States, Provide Insurance & Annuity solutions; 03/25/2023; approximate number of hours/month you devote to the other business 30, number of hours you devote to the other business during securities trading hours 30; briefly describe your duties relating to the other business Insurance & Annuity service business activity Patrick Chevalier, Independent Insurance Agent, Investment Related 1 Riverway Dr., Suite 1700 Houston TX 77056 United States, Provide Insurance & Annuity solutions; 03/25/2023; approximate number of hours/month you devote to the other business 30, number of hours you devote to the other business during securities trading hours 30; briefly describe your duties relating to the other business Insurance & Annuity service business activity

Exams

• S66 Uniform Combined State Law Examination
  2018-10-11

Other Names

• Patrick Alfred Chevalier
• Patrick A Chevalier