Benjamin
Simpson

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4648516
Investment Advisor
in Denver, CO

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About this Advisor

Benjamin Simpson is a financial advisor working in Denver, Colorado who has 17 years of relevant experience. Simpson is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. During their career, Simpson has held roles at Wandel Press, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Simpson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company based out of New York, NY. It has offices in 136 locations and a total of 1,235 financial advisors. It administers $31 billion in assets under management across its 76,892 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth investors who have more 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 largely are based on which services are provided. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC most likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

17 years

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

1670 Broadway Suite 2200, Denver Hub
Denver, CO 80202-5602

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

CO Average: 88
Total Number of Accounts

76,892

CO Average: 3,892
Average Account Size

$401,951

CO Average: $1,917,921

Investment Advisory Services

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

Benjamin Simpson Work History

Benjamin has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Tiaa

2006 - Present (18 years)

Tiaa-Cref Individual & Institutional Services, LLC

2001 - Present (23 years)

Wandel Press

*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 Benjamin Simpson 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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Timothy Tubbs
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Braden Danielson
Spokane, WA
Rasheed Defense
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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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