Mathew
Morgan
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Mathew Morgan is a financial advisor who works in Charlotte, North Carolina with a total of 2 years of industry experience. Morgan is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Morgan maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Tiaa-Cref Individual & Institutional Services, LLC is a company based out of New York, NY. The firm has offices in 136 locations and a total of 1,235 financial advisors. It has $31 billion in assets among its 76,892 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 76,892 accounts, 62% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on which services are offered. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely include any blend 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
Mathew Morgan Work History
Mathew has been registered as a financial advisor for 2 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Wells Fargo Advisors, LLC
*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 Mathew Morgan 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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