Financial ADVSR advisor directory · SEC adviser records

Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Charlotte, NC

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

The short answer

321 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Charlotte, out of 1,521 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 316 are also registered broker representatives.

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

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

Sean M. AbleAlso a broker rep
Neal AcharyaAlso a broker rep
Veronica C. AldredAlso a broker rep
Keval AminAlso a broker rep
Paul M. AndersonAlso a broker rep
Wendy M. AndersonAlso a broker rep
Colin J. ArchboldAlso a broker rep
Alon A. ArgovAlso a broker rep
Julian N. ArmstrongAlso a broker rep
Brian R. ArredondoAlso a broker rep
Samuel H. AskewAlso a broker rep
Paige M. AssaAlso a broker rep
Robert C. BaconAlso a broker rep
Andrew C. BainAlso a broker rep
Bryson L. BalentineAlso a broker rep
Pamela A. BarnettAlso a broker rep
Angela N. BellamyAlso a broker rep
Bryce G. BlantonAlso a broker rep
Trudy M. BlantonAlso a broker rep
John L. BogertAlso a broker rep
Jakob A. BogojevichAlso a broker rep
Stephen J. BonjourAlso a broker rep
Andrew T. BooneAlso a broker rep
Grant T. BooterbaughAlso a broker rep
Max G. BozymskiAlso a broker rep
Emily K. BrandtAlso a broker rep
Frank H. Braswell IIIAlso a broker rep
Casey N. BrightonAlso a broker rep
Taylor A. BrownAlso a broker rep
Zahria N. BrownAlso a broker rep
Salvatore T. BuffaAlso a broker rep
Mallory S. BurgessAlso a broker rep
Beverly L. CaldwellAlso a broker rep
James D. CampbellAlso a broker rep
Joseph CaporussoAlso a broker rep
Nicholas C. CappadoraAlso a broker rep
Jada R. CardwellAlso a broker rep
Anna E. CarsonAlso a broker rep
Nicholas M. ChambersAlso a broker rep
Jeffrey D. ChannellAlso a broker rep
Ishan A. ChitaleAlso a broker rep
Myla E. ChoAlso a broker rep
Haley M. ClantonAlso a broker rep
Dwight A. ClarkAlso a broker rep
Ingrid D. ClayAlso a broker rep
John A. ClementAlso a broker rep
Dylan J. CoeAlso a broker rep
Sean G. CogginAlso a broker rep
Justin T. ConklingAlso a broker rep
Christopher J. ConnorAlso a broker rep
Coty M. ConsicAlso a broker rep
Marc J. CoppotelliAlso a broker rep
Robert L. Cousar Jr.Also a broker rep
Emmaline C. CrawfordAlso a broker rep
Andersen T. CrowderAlso a broker rep
Ethan J. CummingsAlso a broker rep
Robert J. CurthAlso a broker rep
Dean M. CushingAlso a broker rep
Erica V. DamatoAlso a broker rep
James C. DashnerAlso a broker rep
Jacob E. DaubenmireAlso a broker rep
Alex D. DavidsonAlso a broker rep
Robin D. DavisAlso a broker rep
Adam K. DawsonAlso a broker rep
Kathryn L. DelkAlso a broker rep
Brooklyn G. Deshazo GriffinAlso a broker rep
Ruth A. DimmettAlso a broker rep
Christine A. DixonAlso a broker rep
Michael S. DoodyAlso a broker rep
John R. Dorothy Jr.Also a broker rep
Afi A. DouhadjiAlso a broker rep
Kevin M. Doyle Jr.Also a broker rep
Kyle J. DurkinAlso a broker rep
Christopher W. EllerAlso a broker rep
Ian M. EllisAlso a broker rep
Willie T. FergusonAlso a broker rep
Ronald M. FlaggAlso a broker rep
Patrick R. FlemingAlso a broker rep
Paul T. FlorianiAlso a broker rep
Daniel S. FloryAlso a broker rep
Jessica A. FlynnAlso a broker rep
Daniel A. FordCertified Financial Planner
Shawn M. FordAlso a broker rep
Rhea N. FosterAlso a broker rep
April L. FoulksAlso a broker rep
Samaria E. FrazierAlso a broker rep
Jonquil M. FunderburkAlso a broker rep
Andrew Garcia-RicoAlso a broker rep
Julio C. GaviriaAlso a broker rep
Jaylen A. GentryAlso a broker rep
Michael J. GeorgeAlso a broker rep
Gregory P. GiannibasAlso a broker rep
Stacey A. GlaubAlso a broker rep
Rori D. GodseyAlso a broker rep
Tiffany A. GomezAlso a broker rep
Zachary R. GorecznyAlso a broker rep
Syamphone J. GrahamAlso a broker rep
Edmund O. GreenidgeAlso a broker rep
Bart K. GregoryAlso a broker rep
James A. GrindoAlso a broker rep
Ty L. GroganAlso a broker rep
Dominic J. GulloAlso a broker rep
Alexandria M. HadenAlso a broker rep
Rodney M. HagerAlso a broker rep
Matthew B. HamanAlso a broker rep
Sydney G. HansenAlso a broker rep
Michael P. HariaczyiAlso a broker rep
Dedrick E. HarrisAlso a broker rep
Lucas M. HartmanAlso a broker rep
Thomas W. HazelhoffAlso a broker rep
Joshua P. HelmsAlso a broker rep
Amy L. Henthorn PowellInvestment adviser rep
Jennifer A. HerzogAlso a broker rep
Kevin P. HillAlso a broker rep
Simeon F. HillsAlso a broker rep
Stephen P. HoganAlso a broker rep
Christopher J. HoldenAlso a broker rep
Kenneth Holt Jr.Also a broker rep
Sara HomsiAlso a broker rep
Stephen M. HoneaAlso a broker rep
Kaitlin B. HordAlso a broker rep
Christopher L. HorneAlso a broker rep
Joron L. HoweyAlso a broker rep
Michelle B. HugginsAlso a broker rep
Alex S. HumphrevilleAlso a broker rep
William K. HunickeAlso a broker rep
Edward A. HurleyAlso a broker rep
Samuel J. HyattAlso a broker rep
Kristopher M. HylandAlso a broker rep
Clacy T. HysongAlso a broker rep
Erik B. IbsenAlso a broker rep
Kevin W. IobbiInvestment adviser rep
Priya D. JagdeoAlso a broker rep
Brandon M. JamesAlso a broker rep
Jordyn V. JamesAlso a broker rep
Randy E. JohnsonAlso a broker rep
Tate E. JohnsonAlso a broker rep
Tyler G. JohnsonAlso a broker rep
Evan R. JonasAlso a broker rep
Richard F. JonesAlso a broker rep
Mitchell JudaAlso a broker rep
Roger W. JudyAlso a broker rep
Garen KalenderAlso a broker rep
Rahul KashyapAlso a broker rep
Robert A. KeithAlso a broker rep
Laura E. Kendall-ZacharczypAlso a broker rep
Joshua C. KenyonAlso a broker rep
Tahuna B. KiddAlso a broker rep
Patrick M. KilcoyneAlso a broker rep
William B. Killhour IIIAlso a broker rep
Ross C. KirkmanAlso a broker rep
Edward M. KissAlso a broker rep
Michael KlossAlso a broker rep
Christopher L. KnightAlso a broker rep
Nora L. KnoxAlso a broker rep
Peter E. KohnAlso a broker rep
John L. KuhnAlso a broker rep
Michael A. KutzlebAlso a broker rep
Chun Yin LauAlso a broker rep
Matthew J. LavinAlso a broker rep
Travis P. LectureAlso a broker rep
Brian A. LeiteAlso a broker rep
Steven A. LeonAlso a broker rep
Niall LepperAlso a broker rep
Nicholas M. LevyAlso a broker rep
Daniel D. LewisAlso a broker rep
William L. LondonAlso a broker rep
Matthew S. LongAlso a broker rep
John L. LongtineAlso a broker rep
Cameron A. LoomisAlso a broker rep
Abby A. LordAlso a broker rep
Camille R. LubicAlso a broker rep
Jillian K. LucasAlso a broker rep
Maria A. LuoniAlso a broker rep
Jonathan E. LutinAlso a broker rep
Joseph Lynch IVAlso a broker rep
Moses F. MaineAlso a broker rep
Janet B. MarchandAlso a broker rep
Gregory G. MarksAlso a broker rep
Jose A. Martinez-RinconAlso a broker rep
Gavin C. MasaAlso a broker rep
Jack W. MasonAlso a broker rep
Katherine G. MazzuccoAlso a broker rep
Jaylon T. McClintonAlso a broker rep
Douglas C. McDuffieAlso a broker rep
Tammie Y. McEachinAlso a broker rep
Mario D. McGee Jr.Also a broker rep
Lucie H. McGowanAlso a broker rep
Cameron J. McKeeAlso a broker rep
Wilson G. McKinneyAlso a broker rep
Cory L. MecklerAlso a broker rep
Sumakar MedikayalaAlso a broker rep
Robert B. MeekAlso a broker rep
Michael M. MelvinAlso a broker rep
Carolyn J. MenjivarAlso a broker rep
Charles N. MilianAlso a broker rep
Craig T. MillerAlso a broker rep
Ryan J. MillerAlso a broker rep
Zaviera W. MillerAlso a broker rep
Johnny MojicaAlso a broker rep
Ashley N. MontesdeocaAlso a broker rep
Elisabeth O. MooreAlso a broker rep
Khalil D. MorganAlso a broker rep
Mathew R. MorganAlso a broker rep
Gregory A. MorrisAlso a broker rep
Deanna I. MossAlso a broker rep
Sachika MotamarriAlso a broker rep
Matthew A. MotelsonAlso a broker rep
Sage A. MurphyAlso a broker rep
Thomas E. MurrayAlso a broker rep
Jaime L. MyersAlso a broker rep
Ronald F. MyersAlso a broker rep
Alfredo Negrete-AbreuAlso a broker rep
Amber W. NelsonAlso a broker rep
Devin R. NeptuneAlso a broker rep
Catherine S. NevelsAlso a broker rep
Olivia R. NewsomeAlso a broker rep
Joseph A. Nichols IIIAlso a broker rep
Craig C. OfficerAlso a broker rep
Robin F. OlesAlso a broker rep
Nicholas L. OrangeAlso a broker rep
Douglas P. OrnsteinAlso a broker rep
Elliot E. OtelsbergAlso a broker rep
Micah R. ParksAlso a broker rep
Tucker L. ParrishAlso a broker rep
Amaya N. PatelAlso a broker rep
Scott M. PaulAlso a broker rep
Benjamin R. PeregoAlso a broker rep
Levi J. PerryAlso a broker rep
Jonathan O. PickettAlso a broker rep
Colman T. PierzchalaAlso a broker rep
Michael C. PisaniAlso a broker rep
John E. PoeAlso a broker rep
Kyle PopeAlso a broker rep
Xavier J. PoweAlso a broker rep
Kaitlyn C. PowellAlso a broker rep
Lindsey A. ProkayAlso a broker rep
Ryan R. ProkayAlso a broker rep
Thomas H. QuallsAlso a broker rep
Adhithya RajagopalanAlso a broker rep
Gayatri M. RameshAlso a broker rep
Amos Randall IIIAlso a broker rep
Khadijah D. RandallAlso a broker rep
Maeve K. RaveyAlso a broker rep
Gavin G. ReberAlso a broker rep
Brandon P. ReevesAlso a broker rep
Christopher M. RehbergAlso a broker rep
Kim Y. RichardsAlso a broker rep
Axelle A. RivotAlso a broker rep
Jeremy D. RobinsonAlso a broker rep
Hanna F. RockwellAlso a broker rep
Steven J. RogersAlso a broker rep
Geoffrey M. RowlandAlso a broker rep
Marcus A. RoyalAlso a broker rep
Kandi B. RudolphAlso a broker rep
Brittney S. Ruth-JohnsonAlso a broker rep
William H. SadlerAlso a broker rep
Allen R. SchiffAlso a broker rep
Mark A. SchraderAlso a broker rep
Joshua D. SelveyAlso a broker rep
Brian R. SenatoreAlso a broker rep
Kelly B. SewellInvestment adviser rep
John C. Shaw IIIAlso a broker rep
Luiza A. ShepherdAlso a broker rep
Paul E. ShortAlso a broker rep
Kent B. ShufordAlso a broker rep
Joseph C. SiarzynskiAlso a broker rep
Benjamin J. SiersmaAlso a broker rep
Tyrell J. SilerAlso a broker rep
Alhamisi J. SimmsCertified Financial Planner
Jacob D. SimonAlso a broker rep
Carla D. SimsAlso a broker rep
Eleanor D. SloopAlso a broker rep
Chrisjon M. SmithAlso a broker rep
Jacob A. SmithAlso a broker rep
Makeda E. SmithAlso a broker rep
Michael R. SmithAlso a broker rep
Todd R. SmithAlso a broker rep
Robert C. StevensAlso a broker rep
Bryan S. StevensonAlso a broker rep
Bradley D. StojetzAlso a broker rep
Justin R. StojetzAlso a broker rep
Simon D. StokesAlso a broker rep
Donald R. StoufferAlso a broker rep
Alec H. StrauseAlso a broker rep
Jesse F. StrawnAlso a broker rep
Bridgette E. SweeneyAlso a broker rep
Brice T. TalleyAlso a broker rep
Travis D. TaylorAlso a broker rep
Terrence A. TeeleAlso a broker rep
Sarah J. ThomasAlso a broker rep
Stuart F. ThomasAlso a broker rep
Liam M. TimoneyAlso a broker rep
David A. TomsAlso a broker rep
Robert M. TreffAlso a broker rep
Angelica N. TrumerAlso a broker rep
Raphael TshikalaAlso a broker rep
Rahul N. TumkurAlso a broker rep
Diana E. UrichichAlso a broker rep
Dharmik N. VasavadaAlso a broker rep
Martin L. VestelAlso a broker rep
Melissa A. VianAlso a broker rep
Joel C. VincentAlso a broker rep
David P. VogtAlso a broker rep
Brandon W. WalkerAlso a broker rep
Jared M. WallAlso a broker rep
Andrea M. WardAlso a broker rep
Stephen W. WatsonAlso a broker rep
Kimberly A. WeberAlso a broker rep
Nicholas R. WernliAlso a broker rep
Jacob C. WhitakerAlso a broker rep
James R. WhiteAlso a broker rep
Kristina A. WicksAlso a broker rep
Christine R. WilliamAlso a broker rep
Thomas T. WolfAlso a broker rep
Amy J. Wong-PawaAlso a broker rep
Daniel S. WorleyAlso a broker rep
Brandon F. WrightAlso a broker rep
Kristen A. WrightAlso a broker rep
Ee YangAlso a broker rep
Brandon A. YoungerAlso 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

Frisco, TX 167 New York, NY 52 Glendale, CO 31 Philadelphia, PA 23 Durham, NC 20 Melville, NY 20 Waltham, MA 17 Chicago, IL 16 Pittsburgh, PA 16 Seattle, WA 16 Concord, NC 15 Pasadena, CA 15 Princeton, NJ 15 Atlanta, GA 14 Dallas, TX 13

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 641 Merrill Lynch, Pierce, Fenner & Smith Incorporated 434 Wells Fargo Clearing Services, LLC 395 UBS Financial Services Inc. 147 Truist Advisory Services, Inc. 118 LPL Financial LLC 107 Ameriprise Financial Services, LLC 102 Morgan Stanley 95 Strategic Advisers LLC 82 Ip Financial Advisory Services LLC 66 Principal Advised Services 66 First Citizens Investor Services, Inc. 54

Questions

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

321 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 2 list the CFP designation and 316 are also registered as broker representatives.

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

Tiaa-Cref Individual & Institutional Services, LLC ranks number 4 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.

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

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.