Derek
Gulley

Tiaa-Cref Individual & Institutional Services, LLC

CRD#2044242
Investment Advisor
in Denver, CO
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About this Advisor

Derek Gulley is a certified financial planner in Denver, Colorado. Currently an advisor at Tiaa-Cref Individual & Institutional Services, LLC, Gulley has a notable 21 years of work experience in the financial advisory industry. Gulley maintains Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Gulley can operate in Colorado. Throughout their career, Gulley has worked at Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Tiaa-Cref Individual & Institutional Services, LLC is based out of Denver, Colorado, and operates out of 153 additional locations in the country. As a company, Tiaa-Cref Individual & Institutional Services, LLC oversees $26 billion in assets throughout 64,735 accounts and retains more than 1,991 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC offers financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

1670 Broadway, Suite 3300 Denver Regional
Denver, CO 80202-5602

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

CO Average: 88
Total Number of Accounts

69,021

CO Average: 3,892
Average Account Size

$364,861

CO Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Derek Gulley Work History

Derek has 21 years of experience.

2004 - Present (15 years)

Tiaa-Cref Individual & Institutional Services, LLC

1997 - Present (22 years)

Tiaa

Disclosures

Derek Gulley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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