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Frederick August Schaefer

Tiaa-Cref Individual & Institutional Services, LLC

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About Frederick August Schaefer

Frederick Schaefer is a financial advisor with over 15 years of experience in the industry. Frederick has worked with TIAA-CREF Individual & Institutional Services, LLC since 2015 and has been registered in Oregon as a Registered Representative (Series 66) as well as a Registered Investment Advisor. Previously, Frederick worked for TD Ameritrade, Inc., Chase Investment Services Corp., and ING Financial Advisors, LLC. Frederick has a strong track record of helping clients achieve their financial goals. Frederick is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Frederick Schaefer 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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Frederick Schaefer’s Registration & Firm History

OR

06/03/2015 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PORTLAND OR)

OR

08/25/2010 - 05/22/2015

TD AMERITRADE, INC. (PORTLAND OR)

OR

08/25/2009 - 08/04/2010

CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)

OR

07/23/2008 - 04/08/2009

ING FINANCIAL ADVISERS, LLC (PORTLAND OR)

OR

04/04/2006 - 04/07/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 06/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frederick August Schaefer.
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