Melissa
Shaw
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Melissa Shaw is a financial advisor working out of Palo Alto, California, with a total of 6 years of industry experience. Shaw is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, Strategic Advisers, Inc, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Shaw has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in California and Texas. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 employees. It manages $31 billion in assets across its 76,892 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 customer accounts, 62% are associated with high-net-worth individuals who have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC may include some 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
Melissa Shaw Work History
Melissa has been registered as a financial advisor for 6 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Brokerage Services LLC
Strategic Advisers, 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 Melissa Shaw 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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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.
