Gregg
Marsh

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4064886
Investment Advisor
in Denver, CO

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About this Advisor

Gregg Marsh is a financial advisor working out of Denver, Colorado who has 9 years of industry experience. Marsh is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Invest Financial Corp, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Jackson National Life Distributors LLC. Marsh holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is a firm based in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It oversees $31 billion in assets under management across its 76,892 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a set of services, including 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 the firm provides the client. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 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 3300 Denver Regional
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

Gregg Marsh Work History

Gregg has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Tiaa

2014 - Present (10 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2014 (< 1 year)

Jackson National Life Distributors LLC

2012 - 2014 (2 years)

Invest Financial Corp

*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 Gregg Marsh 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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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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