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Raymond Chad Frueboes

Tiaa-Cref Individual & Institutional Services, LLC

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About Raymond Chad Frueboes

Raymond Frueboes is an active investment advisor representative registered in multiple states, including Texas, California, Colorado, Michigan and Washington. He is a licensed investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Raymond has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Raymond provides a range of advisory services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Raymond Frueboes 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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Raymond Frueboes’s Registration & Firm History

TX

02/01/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (SAN ANTONIO TX)

TX

01/22/2021 - 01/04/2022

CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)

TX

06/18/2019 - 11/25/2020

SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)

TX

02/12/2018 - 07/10/2019

CHARLES SCHWAB & CO., INC. (Austin TX)

TX

04/29/2016 - 12/11/2017

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

IA

Issued 09/26/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Chad Frueboes.
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