Rebecca Teresa Chazen
Investment Adviser Representative at USAA Investment Services Company
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rebecca Teresa Chazen is an investment adviser representative with USAA Investment Services Company in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 4 firms, including ALLY Invest Advisors and Truist Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Jul 2019 – Jun 2021Charlotte, NC
- : Ad Idem ConsultingMar 2018 – Mar 2019London
- Edwardian Hotels London Radisson BluMay 2017 – Aug 2017London
- Edwardian Hotels London Radisson BluAug 2017 – Mar 2018London
- Richmond American International University in LondonJan 2014 – May 2017London
- UnemployedMar 2019 – Jul 2019Raleigh, NC
- Fit Atelier LLCNov 2020 – May 2021Charlotte, NC
- Truist Investment Services, IncJul 2021 – Feb 2022Atlanta, GA
- Ally Invest Securities LLCFeb 2022 – Aug 2024Charlotte, NC
- Ally Invest AdvisorsFeb 2022 – Aug 2024Charlotte, NC
- USAA Investment Services CompanyAug 2026 – no end date reportedCharlotte, NC
- USAA BANKSep 2024 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About USAA Investment Services Company
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 102
- Offices listed on AdvisorFinder:
- 6
- Main office:
- San Antonio, TX
- SEC file number:
- 801-126328
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at USAA Investment Services Company
Showing 12 of 102 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rebecca Teresa Chazen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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