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Financial ADVSR advisor directory · SEC adviser records

Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Washington, DC

Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Washington, A to Z.

The short answer

9 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Washington, out of 1,521 at the firm nationwide; it ranks number 25 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.

Tiaa-Cref Individual & Institutional Services, LLC advisors in Washington, A to Z

Every Tiaa-Cref Individual & Institutional Services, LLC advisor →

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 Washington

All Washington advisors →

Morgan Stanley 211Merrill Lynch, Pierce, Fenner & Smith Incorporated 170J.P. Morgan Securities LLC 111UBS Financial Services Inc. 109Missionsquare Retirement 47Wells Fargo Clearing Services, LLC 47Citigroup Global Markets Inc. 36Strategic Advisers LLC 31Oppenheimer & Co. Inc. 28RBC Capital Markets, LLC 28Raymond James & Associates, Inc. 21Truist Advisory Services, Inc. 20

Questions

How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Washington?

9 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Washington, District of Columbia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Washington?

Tiaa-Cref Individual & Institutional Services, LLC ranks number 25 in Washington by registered advisors; Morgan Stanley has the most, with 211.

How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Washington?

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.