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Chad Allen Seabaugh

Tiaa-Cref Individual & Institutional Services, LLC

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About Chad Allen Seabaugh

Chad Seabaugh is a financial advisor with over 20 years of experience in the financial industry. Chad is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Chad has previously worked with firms such as Chase Investment Services Corp., BANC ONE Securities Corporation and Edward Jones. Chad holds the Series 63, Series 7 and SIE licenses. He is registered with the state of Illinois, Indiana, Iowa, Kentucky, Michigan, Missouri, Ohio, Pennsylvania, Tennessee, Virginia, and West Virginia. Chad specializes in retirement planning, investment management, and college savings. He is dedicated to providing personalized financial advice to help individuals achieve their financial goals.

Firm Information

Chad Seabaugh is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Chad Seabaugh’s Registration & Firm History

KY

08/20/2007 - Present

Tiaa-Cref Individual & Institutional Services, LLC (LEXINGTON KY)

KY

07/06/2005 - 07/24/2007

CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)

IL

05/04/2001 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MO

01/30/2001 - 03/05/2001

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 02/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Allen Seabaugh.
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