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Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Stamford, CT
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Stamford, A to Z.
The short answer
8 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Stamford, out of 1,521 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors in Stamford, A to Z
Every Tiaa-Cref Individual & Institutional Services, LLC advisor →- Whitney P. BullardCertified Financial Planner
- Marc J. DefeoAlso a broker rep
- Daniel J. ElmlingerAlso a broker rep
- Brian P. HarpurAlso a broker rep
- Leonedas P. KalamarasAlso a broker rep
- Paola ManganielloInvestment adviser rep
- Lisa P. McGrathAlso a broker rep
- John J. Walzer IIIAlso a broker rep
Tiaa-Cref Individual & Institutional Services, LLC advisors in every city and state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tiaa-Cref Individual & Institutional Services, LLC advisors in other cities
Charlotte, NC 321Frisco, TX 167New York, NY 52Glendale, CO 31Philadelphia, PA 23Durham, NC 20Melville, NY 20Waltham, MA 17Chicago, IL 16Pittsburgh, PA 16Seattle, WA 16Concord, NC 15Pasadena, CA 15Princeton, NJ 15Atlanta, GA 14
Other firms in Stamford
All Stamford advisors →Steward Partners Investment Advisory, LLC 194Merrill Lynch, Pierce, Fenner & Smith Incorporated 111New Edge Wealth 87Morgan Stanley 59O'Shaughnessy Asset Management, LLC 55UBS Financial Services Inc. 45MML Investors Services, LLC 24Oppenheimer & Co. Inc. 24Equitable Advisors, LLC 21Strategic Advisers LLC 19Charles Schwab & Co., Inc. 18RBC Capital Markets, LLC 17
Questions
How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Stamford?
8 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Stamford?
Tiaa-Cref Individual & Institutional Services, LLC ranks number 20 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 194.
How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Stamford?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Tiaa-Cref Individual & Institutional Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.