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Tyree Lavon Chapman

Investment Adviser Representative at Transamerica Retirement Advisors, LLC

Washington, DCCRD #7345246Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Tyree Lavon Chapman is an investment adviser representative with Transamerica Retirement Advisors, LLC in Washington, DC, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Mclean Asset Management Corp. and Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in District of Columbia.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
District of Columbia
Broker:
52 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/20/2021
Series 7
General Securities Representative Examination
Passed 5/22/2021
SIE
Securities Industry Essentials Examination
Passed 11/2/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Transamerica Retirement Advisors, LLCCurrent
7/30/2025 – Washington, DC
Transamerica Investors Securities, LLCCurrent
6/12/2025 – Washington, DC
Mclean Asset Management Corp.
8/19/2024 – 2/28/2025Tysons, VA
Fidelity Personal AND Workplace Advisors
12/8/2021 – 4/3/2024Merrimack, NH
Equitable Advisors, LLC
7/26/2021 – 10/7/2021Woodbridge, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Footlocker
    May 2017 – Aug 2017Secaucus, NJ
  2. Villanova University
    Jan 2018 – Mar 2020Villanova, PA
  3. Aflac
    May 2018 – Jun 2018Clark, NJ
  4. CVS
    Jun 2019 – Aug 2019East Orange, NJ
  5. Aerotek
    Jun 2020 – Aug 2020Elmwood Park, NJ
  6. Unemployed
    Aug 2020 – Mar 2021Newark, NJ
  7. Equitable Advisors,LLC
    Mar 2021 – Oct 2021New York, NY
  8. Fidelity Investments
    Oct 2021 – Mar 2024Newark, NJ
  9. McLean Asset Management Corporation
    Jun 2024 – Feb 2025Tysons, VA
  10. Unemployed
    Mar 2024 – Jun 2024Arlington, VA
  11. Transamerica Investors Securities, LLC
    Jun 2025 – no end date reportedWashington, DC
  12. Transamerica Life Insurance Company
    Jun 2025 – no end date reportedWashington, DC
  13. Unemployed
    Feb 2025 – Jun 2025Washington, DC
  14. Villanova University
    Aug 2016 – May 2017Villanova, PA
  15. Villanova University
    Aug 2017 – May 2018Villanova, PA
  16. Villanova University
    Aug 2018 – May 2019Villanova, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Transamerica Retirement Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$2,000,000

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

Retirement plans (including rollover IRAs, 401(k)s, and 403(b)s), life insurance (index universal life, term life, whole life, final expense), annuities (registered index-linked, variable, customer direct), investments (mutual funds, exchange-traded funds), and employee benefits (critical illness insurance, disability insurance, group universal life, hospital indemnity insurance, supplemental medical expense insurance).

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingEducational Seminars and Workshops
Firm areas of expertise
Retirement PlanningLife InsuranceAnnuitiesMutual FundsETFsEmployee BenefitsDisability InsuranceCritical Illness Insurance401(k)403(b)Rollover IRA+1 more

Client types the firm serves

IndividualsPension/Profit Sharing

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
309
Offices listed on AdvisorFinder:
5
Main office:
Cedar Rapids, IA
SEC file number:
801-42910

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyree Lavon Chapman 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Tyree Lavon Chapman (Transamerica Retirement Advisors)