Unclaimed Profile

Tanya Michelle Escobedo

KRUEGER & CATALANO CAPITAL PARTNERS, LLC·HOUSTON, Texas

Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record29 years registeredKRUEGER & CATALANO CAPITAL PARTNERS, LLC

8401 WESTVIEW DRIVE, HOUSTON, TX 77055CRD# 1472296Firm CRD# 138962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tanya Michelle Escobedo · HOUSTON, TX

Registration

CRD #1472296 · KRUEGER & CATALANO CAPITAL PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Mar 2026 – present

DYNAMIC WEALTH ADVISORS

Mar 2017 – Mar 2025

SAN TAN VALLEY, AZ

KRUEGER & CATALANO CAPITAL PARTNERS, LLC

May 2013 – Oct 2015

HOUSTON, TX

UBS FINANCIAL SERVICES INC.

Mar 2011 – Jul 2012

THE WOODLANDS, TX

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2010

LAS VEGAS, NV

CITIGROUP GLOBAL MARKETS INC.

Jul 1997 – Jun 2009

LAS VEGAS, NV

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREEDOM DAY SOLUTIONS, LLC

CRD 138962 · SEC 801-66190

AUM

$423M

Regulatory assets under management

Employees

1,253 client accounts

Services offered by FREEDOM DAY SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FREEDOM DAY SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Tanya Michelle Escobedo offer?

Tanya Michelle Escobedo specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Tanya Michelle Escobedo's credentials?

Tanya Michelle Escobedo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tanya Michelle Escobedo located?

Tanya Michelle Escobedo is based in HOUSTON, Texas, working with KRUEGER & CATALANO CAPITAL PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Tanya Michelle Escobedo charge for services?

Tanya Michelle Escobedo's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KRUEGER & CATALANO CAPITAL PARTNERS, LLC?

KRUEGER & CATALANO CAPITAL PARTNERS, LLC has approximately 9 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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