← Tributary

STUART CHAUSSÉE & ASSOCIATES, INC.

· CRD 112105 · IAPD ↗ · preservingwealth.com · (310) 373-3732

$407.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2026 — STUART CHAUSSÉE & ASSOCIATES, INC. (location n/a) left the SEC roster (was $407.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2024 — STUART CHAUSSÉE & ASSOCIATES, INC. reported RAUM up 27% ($286.0M -> $363.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.