Financial ADVSR advisor directory · SEC adviser records
Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Cincinnati, A to Z.
7 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Cincinnati, out of 1,648 at the firm nationwide; it ranks number 66 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors in Cincinnati, A to Z
Every Tiaa-Cref Individual & Institutional Services, LLC advisor →- Jamie S. CaudillCertified Financial Planner
- Cameron C. DruffelAlso a broker rep
- Robert F. FisherAlso a broker rep
- David W. HeckAlso a broker rep
- Alexander J. LeugersChartered Financial Analyst
- Jeffery A. ReadyAlso a broker rep
- Craig J. TheileAlso 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 362Frisco, TX 181New York, NY 52Glendale, CO 39Philadelphia, PA 27Durham, NC 21Melville, NY 20Seattle, WA 20Waltham, MA 20Concord, NC 18Pasadena, CA 18Atlanta, GA 17Pittsburgh, PA 17Princeton, NJ 17Chicago, IL 14
Other firms in Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Cincinnati?
7 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 1,648 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Cincinnati?
Tiaa-Cref Individual & Institutional Services, LLC ranks number 66 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Cincinnati?
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.