Raul Anthony Chavez

Employer firm

Rch Fields Family Wealth Management LLC CRD 154757

$27.1M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• SERVING ON FAMILY/PROTECTOR TRUST AND INVESTMENT COMMITTEES AND SERVING AS TRUSTEE TO RELATIVES OF THE FIRM'S MANAGING DIRECTO

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Rch Fields Family Wealth Management Llc (154757)
  Wilton, CT

Previous Registrations

• 2007-05-29 → 2007-12-18
  Citigroup Global Markets Inc.
  New York, NY
• 2006-09-19 → 2007-05-29
  Citicorp Investment Services
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-11
• S63 Uniform Securities Agent State Law Examination
  2001-04-07

Other Names

• Raul Chavez