Deny
Delgadillo

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5800813
Investment Advisor
in Pasadena, CA

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About this Advisor

Deny Delgadillo is a financial advisor who works out of Pasadena, California with 1 year of relevant experience. Delgadillo is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, Delgadillo has worked at U.S. Bancorp Investments, Inc, Bancwest Investment Services, Bank Of The West, Bankers Life Securities, Inc, Bankers Life & Casualty, Mml Investors Services LLC, Mass Mutual Insurance Company, Bankers Life Advisory Services, Inc, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Delgadillo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Tiaa-Cref Individual & Institutional Services, LLC is a company operating out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 financial advisors. It has $31 billion in assets under management between its 76,892 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 76,892 customer accounts, 62% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the type of financial services. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

35 North Lake Avenue Suite 800
Pasadena, CA 91101

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

CA Average: $7,464,549,021
Total Number of Employees

1,235

CA Average: 88
Total Number of Accounts

76,892

CA Average: 3,892
Average Account Size

$401,951

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Deny Delgadillo Work History

Deny has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tiaa

2022 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2022 - 2022 (< 1 year)

Mml Investors Services LLC

2021 - 2021 (< 1 year)

Bankers Life Securities, Inc

2021 - 2021 (< 1 year)

Bankers Life & Casualty

2021 - 2022 (1 year)

Mass Mutual Insurance Company

2021 - 2021 (< 1 year)

Bankers Life Advisory Services, Inc

2017 - 2021 (4 years)

Bancwest Investment Services

2017 - 2021 (4 years)

Bank Of The West

2011 - 2017 (6 years)

U.S. Bancorp Investments, Inc

*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 Deny Delgadillo 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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Janet Mccabe
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New York, NY
Patricia Lee
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Shawn Buys
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Alyssa White
Chicago, IL
Jeffrey Norton
Minneapolis, MN
Jeffrey Withington
Hanover, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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