Ulysses Anthony Chavez
Investment adviser representative at First Command Advisory Services
28 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- First Command Insurance Services, Inc.Feb 2026 to now
- First Command Advisory Services, Inc.Dec 2025 to now
- First Command Brokerage Services, Inc.Jan 2025 to now
- UnemployedJul 2024 to Jan 2025
- Tyonek Services GroupJul 2022 to Jul 2024
- UnemployedJul 2021 to Jul 2022
- United States Air ForceJan 1998 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MS).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7310351
- Firm CRD
- 281958