Christine
Masoni

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5934835
Investment Advisor
in Denver, CO

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About this Advisor

Christine Masoni is a financial advisor based in Denver, Colorado, with a total of 3 years of relevant experience. Masoni is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Masoni has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in New York, NY. The company has offices in 136 locations and a total of 1,235 advisors. It manages $31 billion in total assets across its 76,892 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 76,892 customer accounts, 62% are held by high-net-worth investors who have at least $1 million in assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on which services are offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Christine Masoni Work History

Christine has been registered as a financial advisor for 3 years.*

2011 - Present (13 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - Present (13 years)

Tiaa

*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 Christine Masoni 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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Philadelphia, PA
Jeffrey Withington
Hanover, NH
Anthony Roselli
Roseland, NJ
David Arndt
Lewisville, TX
Braden Danielson
Spokane, WA
Jeffrey Norton
Minneapolis, MN

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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