Daniel
Ayenew
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Daniel Ayenew is a financial advisor operating in Palo Alto, California who has 1 year of relevant experience. Ayenew currently works for Tiaa-Cref Individual & Institutional Services, LLC. Ayenew has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Townepark, State Parking Systems, Fidelity Investments, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Ayenew holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Tiaa-Cref Individual & Institutional Services, LLC is an advisory business operating out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 employees. It has $31 billion in assets under management across its 76,892 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely depend on which service is provided. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Ayenew Work History
Daniel has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Fidelity Investments
Fidelity Brokerage Services LLC
Fidelity Personal And Workplace Advisors
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Townepark
State Parking Systems
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Ayenew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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