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Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Newtown, PA
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Newtown, A to Z.
The short answer
4 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Newtown, out of 1,521 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors in Newtown, A to Z
Every Tiaa-Cref Individual & Institutional Services, LLC advisor →- Robert A. LeeAlso a broker rep
- Matthew J. MulhollandCertified Financial Planner, Chartered Financial Analyst
- Evan J. PotashAlso a broker rep
- Daniel V. QuinnAlso 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 Newtown
All Newtown advisors →UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Edward Jones 6Innova Wealth Partners, LLC 6Lri Investments 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5
Questions
How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Newtown?
4 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Newtown?
Tiaa-Cref Individual & Institutional Services, LLC ranks number 17 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.
How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Newtown?
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.